33- Integrating Mindset Into Traditional Wealth Management

33- Integrating Mindset Into Traditional Wealth Management

Released Friday, 8th August 2025
Good episode? Give it some love!
33- Integrating Mindset Into Traditional Wealth Management

33- Integrating Mindset Into Traditional Wealth Management

33- Integrating Mindset Into Traditional Wealth Management

33- Integrating Mindset Into Traditional Wealth Management

Friday, 8th August 2025
Good episode? Give it some love!
Rate Episode
List

My guest today is Francesca Rea. She is redefining what it means to be a wealth advisor by integrating mindset into traditional wealth management. As a leader in her field, Francesca's holistic approach empowers her clients to achieve confidence in building their net worth.  Her innovative methods, which go beyond conventional wealth advice, have produced phenomenal results.  From being a debt-ridden student, to a proud homeowner, business owner and single mother of two children, Francesca has experienced many of the financial curveball's life can come your way.   As a result, she takes the time to understand your financial situation and determine the best ways to move forward with personalized solutions and comprehensive plans that work for you and your family.

Show More
Rate
List

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more
Do you host or manage this podcast?
Claim and edit this page to your liking.
,