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FRESNO, Calif. - Californer -- Tom Hegna, a renowned Author, TV Show Host, Speaker, and leading Economist with over 30 years of experience in helping people save and spend wisely, is bringing a fresh perspective to financial discussions on his Podcast "Financial Freedom with Tom Hegna".
In the latest episode, Tom Hegna is joined by Kari Ellis, the Founder & CEO of WayPoint Consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert and prominent Career Consultant specializing in the recruitment of experienced financial advisors and insurance professionals nationwide. Kari possesses comprehensive knowledge of various firms, including traditional brokerage, boutique, and regional firms, as well as the independent broker-dealer and RIA sectors.
A fervent advocate for empowering women in finance Kari will discuss the increasing preference among women to collaborate with female financial advisors, a noteworthy trend amidst the largest generational wealth transfer in history.
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Women are pivotal to this transformation and are anticipated to manage nearly 40% of U.S. wealth within the next five years. Drawing from her own experiences, Kari is dedicated to assisting women in establishing their presence and achieving success within the financial industry.
This escalating demand is evidenced by clients' increasing willingness to invest in human-delivered financial advice. Kari is making considerable advancements and emerging as a powerful force within the financial industry, redefining conventional standards by fostering innovation and offering distinct perspectives in a growing sector.
If you are seeking guidance on navigating your current career trajectory or exploring new opportunities, this episode on the Podcast "Financial Freedom with Tom Hegna" is highly recommended. Below is a sneak peek.
https://www.youtube.com/watch?v=2iQH6W2KDYk
It's never too late or too early to start taking control of your financial future. Whether you're at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, "Financial Freedom with Tom Hegna" has got the juice with new episodes every week. Listen and subscribe today https://art19.com/shows/financial-freedom-with-tom-hegna.
More on The Californer
WayPoint Consulting Partners mission is clear: to EMPOWER seasoned professionals in the Financial Services Industry and help them discover exciting new career prospects. For more information about Kari Ellis and WayPoint Consulting Partners.
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
In the latest episode, Tom Hegna is joined by Kari Ellis, the Founder & CEO of WayPoint Consulting Partners. With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert and prominent Career Consultant specializing in the recruitment of experienced financial advisors and insurance professionals nationwide. Kari possesses comprehensive knowledge of various firms, including traditional brokerage, boutique, and regional firms, as well as the independent broker-dealer and RIA sectors.
A fervent advocate for empowering women in finance Kari will discuss the increasing preference among women to collaborate with female financial advisors, a noteworthy trend amidst the largest generational wealth transfer in history.
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Women are pivotal to this transformation and are anticipated to manage nearly 40% of U.S. wealth within the next five years. Drawing from her own experiences, Kari is dedicated to assisting women in establishing their presence and achieving success within the financial industry.
This escalating demand is evidenced by clients' increasing willingness to invest in human-delivered financial advice. Kari is making considerable advancements and emerging as a powerful force within the financial industry, redefining conventional standards by fostering innovation and offering distinct perspectives in a growing sector.
If you are seeking guidance on navigating your current career trajectory or exploring new opportunities, this episode on the Podcast "Financial Freedom with Tom Hegna" is highly recommended. Below is a sneak peek.
https://www.youtube.com/watch?v=2iQH6W2KDYk
It's never too late or too early to start taking control of your financial future. Whether you're at the beginning of your retirement journey and need a kickstart or if you need that final boost to get you across the finish line, "Financial Freedom with Tom Hegna" has got the juice with new episodes every week. Listen and subscribe today https://art19.com/shows/financial-freedom-with-tom-hegna.
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WayPoint Consulting Partners mission is clear: to EMPOWER seasoned professionals in the Financial Services Industry and help them discover exciting new career prospects. For more information about Kari Ellis and WayPoint Consulting Partners.
Tom Hegna CLU, ChFC, CASL is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the "optimal" way.
Source: Spotlight Television
Filed Under: Financial
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