Inside Wealth Management: Her Story, Her Mentors & Her Why

Name: Inside Wealth Management: Her Story, Her Mentors & Her Why
Uploaded: 2026-07-30T17:21:24+00:00
Description: To clear your mind and your to- do list from all of the text/email follow up you have: Try https://ref.wisprflow.ai/alyssa-edwards - Simple, time saving & wo...

July 30, 2026 · 1:02:35 read

Category: Business & Economy

Show: In The Room On Purpose

To clear your mind and your to- do list from all of the text/email follow up you have: Try https://ref.wisprflow.ai/alyssa-edwards - Simple, time saving & worth it. Let me know what you think! Stay tu

To clear your mind and your to- do list from all of the text/email follow up you have: Try https://ref.wisprflow.ai/alyssa-edwards - Simple, time saving & worth it. Let me know what you think!

Stay tuned for our follow up Q&A asking YOUR questions about building wealth!

The conversation covers a wide range of topics related to finance, wealth management, career development, and personal experiences. It delves into the challenges and opportunities faced by women in the financial industry, the importance of mentorship, and the journey of starting a business. The discussion also explores the impact of early experiences on career choices and the significance of flexibility in work-life balance. Alyssa Edwards shares her journey of launching a business and the challenges of entrepreneurship. She emphasizes the importance of building a client-centered culture and the evolution of leadership in her organization. Alyssa also discusses the therapeutic nature of financial planning and the significance of personal well-being in her life.

Takeaways

* Wealth management and financial advising are evolving fields, and there is a growing need for female advisors and mentors in the industry.

* The journey of starting a business involves challenges, decision-making, and the need for flexibility and adaptability. Entrepreneurship is driven by a deep guttural feeling of building something on your own terms.

* Building wealth is about making conscious small choices over decades that actually build and compound.

* The therapeutic nature of financial planning involves holding space for clients to express their financial concerns and goals.

* Leadership is an evolution that requires self-reflection, adaptability, and a commitment to building a client-centered culture.

Chapters