In this episode of Zephyr’s Adjusted for Risk Podcast, hosted by Ryan Nauman, the discussion focuses on the significant wealth transfer currently underway, particularly on how women will soon own the majority of financial assets. Ryan welcomes Kassi Hyde, a wealth management advisor from Apollon Wealth Management, to delve into the impact this shift will have on the financial advising industry. Kassi shares insights on holistic financial planning, the importance of trust and communication, and specific strategies for engaging and educating female clients. The conversation also covers the unique needs and preferences of women in financial planning and touches on tips for aspiring female financial advisors entering the industry. Sponsored by Zephyr, this episode is a must-watch for financial professionals looking to adapt to the changing landscape.
00:00 Introduction and Welcome
00:28 The Great Wealth Transfer
01:20 Introducing Kassi Hyde
02:00 Holistic Financial Planning
03:09 Impact of Wealth Transfer on Women
05:10 Communication Strategies for Financial Advisors
08:12 Planning for Asset Ownership Shift
14:13 Retirement Planning Differences Between Genders
20:37 Educating Women on Financial Matters
23:37 Insurance and Long-Term Care
27:37 Encouraging Women in Financial Services
30:05 Conclusion and Contact Information
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Learn more about Apollon Wealth Management here
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