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59 - Empowering Women in Wealth Management: Insights from Sarah Coates, J.D.
Manage episode 411734877 series 2917919
Dianne Gubin and Beth Hilbing, Dianne Gubin, and Beth Hilbing에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Dianne Gubin and Beth Hilbing, Dianne Gubin, and Beth Hilbing 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
This week, Beth and Dianne sit down with Sarah Coates, J.D., VP, Senior Wealth Advisor at Calamos Wealth Management. Leveraging her legal background, she supports nonprofits' investment committees. Sarah stresses education, empowering clients in financial decisions, particularly women. She values women's contributions to investments and advocates for ESG factors. Inspired by Christine Lagarde, she prioritizes joy and encourages women's involvement in financial planning.
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