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Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, and the nonprofit, Savvy Ladies. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as divorce or widowhood. Stacy also discusses her firm’s growth strategy focused solely on organic growth and why every advisor should start a succession plan earlier than they think.
Key discussion points include:
Resources:
Don’t miss this compelling episode filled with inspiration and practical insights from Stacy’s journey. Get inspired and informed on “Focused on the Future.”
Connect With Suzanne Siracuse:
Connect With Stacy Francis:
About Stacy Francis:
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.
By Suzanne Siracuse5
22 ratings
Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the Founder and CEO of Francis Financial, and the nonprofit, Savvy Ladies. Stacy shares the heartbreaking story of her grandmother’s life, and how it impacted her becoming a financial advisor working with women in transition such as divorce or widowhood. Stacy also discusses her firm’s growth strategy focused solely on organic growth and why every advisor should start a succession plan earlier than they think.
Key discussion points include:
Resources:
Don’t miss this compelling episode filled with inspiration and practical insights from Stacy’s journey. Get inspired and informed on “Focused on the Future.”
Connect With Suzanne Siracuse:
Connect With Stacy Francis:
About Stacy Francis:
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.