From Wall Street to Main Street with Barbara Ginty, CFP®, CEPA®, President of IFS

Episode notes

Curious what it looks like when you leave a high-paying job on Wall Street to purchase the family business? Why is estate planning a crucial part of the financial planning process? Why is financial services a great career choice for women? Your search ends here; click the link and listen to the podcast. Welcome to another episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Barbara Ginty, CFP®, CEPA®, and President of Independent Financial Services. Barbara was recently named by Forbes as a "Top Women Wealth Advisors Best-In-State" for New York. Here are some of the talking points from the episode: Barbara’s journey from Wall Street to Main Street Why service is the #1 differentiator Probate - why to avoid it at all costs Why being a woman in finance is more attainable than it seems The importance of women taking control of their finances The genesis of Barbara’s podcast, #FutureRich Barbara Ginty is a Certified Financial Planner and the host of the “Future Rich” podcast. Each week on the show, Ginty interviews women about their finances and helps them develop a plan to achieve their goals.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• Brian Murphy: Fundraising $25B Across 44 Funds, $73B Merger, Private Equity, Secondaries, BuffettStartup Ignition Podcast · on Asset management80 / 100
• Ep 114: Top 5 Cybersecurity Best Practices with James BierlyLevelUp Cyber · on Asset management77 / 100
• #126: PD Monitoring │Part 1: The Shift to Condition-Based Asset PlanningEnergy Talks · on Asset management76 / 100
• 0301. Why Equipment Onboarding Becomes a Stress TestLean By Design · on Asset management75 / 100
• James Lawson on The Realities of Building and Exiting Businesses in Financial ServicesLeadership Perspectives in Financial Services · on Wealth management72 / 100
• Tobias Pforr with OctaveThe Industrial Talk Podcast Network · on Asset management70 / 100

• Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®56 / 100
• The Willingness to Do More with Jeremiah Dellas55 / 100
• The Art of Building Client Relationships: Insights from Michael D'Aquila59 / 100
• The Neuroscience of Conversations with Mary Schmid82 / 100
• Advising Influencers, NIL Athletes, and Women with Madison Broyles76 / 100