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The Podcast continues the mission of the industry's leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices.
 

Emotional & Financial Wellness with Jean Edelman (Ep. 1)

About the Episode:

 

Emotional & Financial Wellness With Jean Edelman

As a financial advisor, you play a role in your client's overall well-being. However, when you’re focused on taking care of your clients, are you making sure you’re taking care of yourself as well. In this episode, Jean Edelman discusses the importance of taking time for self-care. Along with three strategies to help you become the best version of yourself.

 

Jean Discusses:
• Three strategies to help you become the best version of yourself
• Why she and her husband Ric created their radio show and podcast
• The importance of work-life balance
• How to get more control over our time and stress

 

About Our Guest:

Jean is an inspirational author, speaker, and educator—a leader and advocate for physical and mental health during these challenging times. She is a student of the healing arts, Reiki, traditional Chinese medicine, homeopathy, acupuncture, and macrobiotic/plant-based cooking.

 

Along with her husband Ric, Jean is co-founder of The Truth About Your Future, where she shares her enthusiasm and passion for mindful living, extreme self-care, nutrition, and the pursuit of balance in a busy world via podcast, newsletter articles and in her books, The Other Side of Money and The Squirrel Manifesto, a children’s money book co-written with her husband.

 

Jean is a graduate and Trustee of Rowan University, a director of John Marshall Bank, and on the boards of the Cloverleaf Equine Center and the Wolf Trap Foundation for the Performing Arts. She and Ric are also benefactors of the Edelman Center for Nursing at the Inova Health Foundation, the Jean Edelman Indoor Riding Arena at CEC, and Rowan University’s Edelman Planetarium and Edelman Fossil Park.

 

About Our Host:
Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams. She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

 

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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