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Description

I'm thrilled to introduce Kimberly Bannwarth, Vice President, Co-Founding Partner, Managing Director, and Private Wealth Advisor at Relevé Financial! Join us as we share our journey of bringing Relevé to life and how we broke stereotypes to build a thriving business by inspiring people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow.

In this podcast you'll learn how:

• Wealth management works differently for everyone - and how you can incorporate lessons into your own life.
• Believing in yourself, leading with your strengths, lifting others up and fostering meaningful relationships can drive unimaginable success personally and professionally.
• To know when it's time to look for a wealth advisor - and tips on what you should expect.

Key moments:

00:00 - Introducing Kim Bannwarth

01:07 - How the name "Relevé" cabe about

03:45 - The way to thrive in a mostly male-dominated industry as women

5:58 - Who is Kimberly personally and professionally?

9:18 - What Relevé does for clients?

12:35 - Dealing with the fear of running out of money

14:50 - How to properly manage assets and achieve financial longevity

16:00 - Main benefits of working with Relevé

18:25 - The magic touch of women in finance

21:05 - The starting point of working with Relevé

26:10 - Kim's perfectly organized Barbie collection

Join us for this insightful conversation as we explore the art of personalized wealth management and discover how Relevé Financial helps clients achieve financial security!

Connect with me:

• https://dawndahlby.com/ 
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