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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.
 

Purpose, Perseverance & Process with Perth Tolle (Ep. 2)

About the Episode:
Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success. 
 
And for Perth Tolle, the founder of Life + Liberty Indexes, investing in the stock market or building your own EFT marketing index is the definition of these three Ps.
 
This week, Perth navigates her personal and professional life and unveils how her life experiences have shaped the mother and businesswoman she’s today. Perth also unpacks how Life + Liberty Indexes provides the world's first freedom-weighted equity index (FRDM index) and ETFs.
 
Perth discusses: 
  • What financial advisors should know about the FRDM ETFs
  • Why do some markets have lower inflation rates
  • The three categories of freedom
  • The importance of being present in your personal and professional life

 

And more

 

 

About Our Guest:
Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Before forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Before Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led to exploring the relationship between freedom and markets.
Perth is a frequent speaker at investment industry events and provides commentary for various financial media, including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and The Wall Street Journal.
Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.
 
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.