About the episode:
In this episode, we explore the nuances of interacting and connecting with widows and divorcees who face unique financial and emotional challenges during these major life transitions.
Our special guests are advisor and author Jeannette Bajalia, who’s the President and Founder of Woman’s Worth®, and Sarah Soria, MBA, CFP®, Financial Planner and Managing Partner at Encompass Financial Planning. These women share their professional experience navigating these situations and conversations with their own female clients.
They discuss crucial aspects including:
Join us for an insightful discussion that details how financial advisors can better serve and connect with their female clients undergoing a divorce or who have experienced the loss of a spouse. With the right approach, you can not only strengthen your client relationships but also reduce the risk of losing them in the future.
Tune in to learn tips and strategies to empower the significant population of women who will make up most of your client base, to make financial decisions in retirement and beyond.
About the Guests:
Jeannette Bajalia, a seasoned professional with over 35 years of experience in financial services, has devoted her career to empowering women through Retirement Lifestyle Protection Planning®. Her expertise spans various critical areas, including lifetime income planning, tax optimization, estate planning, and the profound impact of financial decisions on women’s emotional and physical well-being.
Jeannette is not just an author, with notable works like “Planning a PURPOSEFUL Life” and “Wi$e Up Women! A Guide to Total Fiscal and Physical Well-Being,” but also a recognized figure in the financial world, frequently appearing on The Financial Safari radio show and First Coast Living.
Her insights have been featured in prestigious publications such as The Wall Street Journal, Forbes, CNBC, and many others. As an Ed Slott Master Elite Advisor, Jeannette continues to impact countless lives with her financial wisdom and dedication to redefining retirement planning.
Sarah Soria, CFP®, with an MBA, brings over 15 years of financial industry expertise to her role as Co-founder of Encompass Financial Planning. Holding both a Master of Business Administration from Sacramento State University and the prestigious Certified Financial Planner designation, Sarah is dedicated to the highest industry standards. She’s also certified in the Bucket Plan® Best Interest Process, demonstrating her unwavering commitment to her clients.
Sarah’s strength lies in forging personal connections with her clients, allowing her to create customized financial plans with ongoing wealth management, and she excels at simplifying complex financial concepts. Her fiduciary duty is paramount, ensuring her clients always come first, and she has a special passion for guiding divorced and single women through the financial landscape.
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