The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.
 

Empowering Women To Take Control Of Their Financial Security With Bridget Costello (Ep. 23)


 

About the Episode:

Empowering Women To Take Control Of Their Financial Security With Bridget Costello

Often times women are left out of the financial conversation, whether it be education about finances from a young age, or the management of finances in later life. Bridget Costello is hoping to change that, and works with women to teach and empower them to take control of their financial life. From writing their first check to managing stock portfolios, women can learn to do it all and take an active role in their financial affairs.

 

Bridget Discusses:
• Financial literacy and gender roles
• Empowering women to learn finance
• Being and advisor to women in an active financial role

 
About Our Guest(s):

With 15 years of industry experience, Bridget’s approach to wealth management concentrates on the quality of her client relationships. She values the ability to provide the financial peace of mind clients need for major transitions in life such as marriage, childbirth, and retirement. Some of Bridget’s specific niche practice areas include financial planning for the recently widowed/divorced woman and financial planning for Millennials.

 

About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Other Episodes in the Series: