In this first episode, Julina addresses why she felt compelled to create Women on Wealth. This comes from both her experiences at a younger age which led her to the financial industry, and subsequent observations from working with financial advisors over the last 20 years. The takeaway is a staggering statistic of 90%.
Specifically, Julina will discuss:
- The importance of this 90% and why it needs to be addressed
- The challenges that women inherently have due to demographics and societal issues.
Let’s build confidence in our financial future together!
If you enjoy this podcast, please consider leaving a review so others can find this, subscribe to hear more and share this podcast with other amazing women.
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
