Description

In this episode of Women Talking Money, host Gretchen Betts chats with Tracy Vegro, Chief Executive of the Chartered Institute for Securities and Investments (CISI), to explore the evolving world of financial advice.

They discuss the critical role of diversity in financial services, the need for trust in financial guidance, and the challenges younger generations face in managing their money.

Tracy reflects on her own financial journey, the lessons she learned from childhood, and how financial literacy has changed in the face of rising living costs and technological advancements. Together, they highlight the power of early financial education, the value of professional advice, and the importance of open conversations about money.

🎧  Tune in for an insightful discussion on breaking financial barriers, navigating life's money milestones, and making informed financial choices.

In this episode, Tracy and Gretchen discuss how:

Trust is crucial in finance, and technology is making professional advice more accessible than ever. 

A diverse financial sector leads to better representation, more inclusive advice, and improved decision-making. 

Demystifying financial literacy and encouraging open conversations can help individuals, especially women, gain confidence in managing money.

Small differences in financial advice can have significant long-term effects, making professional guidance essential.

With rising living costs, generational shifts, and evolving technology, financial management requires a modern, informed approach.

Follow Tracy:

On LinkedIn https://www.linkedin.com/in/tracy-vegro-obe-24503922/

And here for CISI https://www.linkedin.com/school/chartered-institute-for-securities-&-investment/posts/?feedView=all

Follow Gretchen:

On Instagram @gretchenbetts_fp_biz

On LinkedIn https://www.linkedin.com/in/gretchen-betts/

Watch the Episodes on YouTube – https://www.youtube.com/@Women-Talking-Money