In this inspiring episode of Her Life, Her Practice, Her Way, host Tara Bansal sits down with Certified Financial Planner(TM) and coach Liz Hand, co-owner of Pleasant Wealth. Together, they explore how financial advising can be reshaped through intuition, creativity, and emotional intelligence—especially by women forging their own paths.
✨ Episode Highlights:
- Liz’s roots: Growing up Mennonite and entering her father’s practice
- Discovering purpose early: Why she knew in 8th grade that financial planning was her calling
- Balancing tradition with reinvention: Buying and evolving her family’s firm
- Imposter syndrome and math insecurity — and why she stayed in finance anyway
- Reimagining client engagement with group coaching and seasonal, nature-aligned programming
- Creating a role that suits her strengths as a relationship builder, not a number cruncher
- The power of intuition in life, leadership, and business decisions
- Her passion for helping women flourish financially—and why she thinks many leave the industry too soon
- How she balances two businesses, motherhood, and creative self-expression
- Why she stopped listening to podcasts (and what she reads instead)
💡 Favorite Takeaways:
- “Money is not competition.”
- “You find what you’re looking for—whether that’s community or cutthroat culture.”
- “Women need to stay in this industry. We need more creative, intuitive advisors.”
- “Coaching is about release, not efforting.”
This episode is packed with wisdom for any woman in financial services—or anyone looking to align their work with who they really are.
