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Riderflex Podcast - Guest Interview #429 - Lorraine Ell & Lea Ann Knight
Manage episode 412819066 series 2093989
Lorraine Ell, Managing Partner and CEO at Better Money Decisions, and Lea Ann Knight, Managing Partner and Certified Financial Planner at a women-owned Registered Investment Advisor, are leading figures in the finance industry with a shared commitment to empowering individuals—especially women—to manage their financial lives with expertise and confidence. With over 40 years of experience, Lorraine has shaped a career that challenges traditional financial norms, promoting a collaborative and innovative culture that diverges from the competitive nature of Wall Street. Her leadership ensures that every team member’s contribution significantly impacts both the firm and its clients, advocating for better outcomes that benefit families across generations. Similarly, Lea Ann, with over 30 years of experience, specializes in guiding women through major life transitions such as marriage, divorce, widowhood, and retirement. Her holistic approach extends beyond investment portfolios to embrace the full spectrum of her clients' lives, emphasizing the importance of financial wellness for achieving long-term security. Together, these visionary leaders foster environments where financial decisions profoundly enhance clients' lives and futures.
Better Money Decisions is a forward-thinking investment firm that has broken away from traditional "button-down" models to prioritize integrity and collaboration. Founded on the belief that the old ways of doing things needed a refresh, the firm operates with a deep commitment to seeing things from the client's perspective, continually adapting to changing regulations, technologies, and client circumstances to enhance its services. As a fiduciary and fee-only firm, Better Money Decisions ensures minimal conflicts of interest, avoiding commissions or referral fees, and focuses solely on what benefits the client. Rejecting conventional stock-picking, the firm embraces a research-backed investment philosophy that recognizes the efficiency of the markets, advocating for passive investments as a more cost-effective and reliable method to engage in stock and bond markets. This approach is guided by five basic principles that prioritize market efficiency and the challenges of outperforming the market consistently.
Meet Better Money Decisions: https://bettermoneydecisions.com/
Watch the Full Interview: https://youtu.be/4ue7OrWvbj4
Unlock career success with "Riderflex Guide 2.0: Mastering Job Interviews." Over 30 years of recruitment expertise. Strategies for new graduates, seasoned professionals. Master virtual interviews, and challenging questions.
Get your copy today at: https://tinyurl.com/Mastering-Job-Interviews
Listen to real stories from successful business leaders, CEOs, and entrepreneurs on the Riderflex podcast hosted by CEO Steve Urban.
The Riderflex Podcast: https://www.youtube.com/channel/UC5NDLaxEqkMsnlYrc5ntAPw
Trust Riderflex, a premier headhunter and employment agency based in Colorado, to recruit top talent for your team. Visit https://riderflex.com/ to learn more about our executive recruiting services.
Podcast Sponsor: Kura Home Services, Air Duct Cleaning & Home Maintenance. For All your Home Maintenance needs! https://www.kurahomeservices.com/
#FinancialFreedom #InvestmentWisdom #FiduciaryDuty #FinancialWellness #riderflexpodcast #careeradvice #entrepreneur #ColoradoRecruitingFirm #Colorado #National #Riderflex #TalentAcquisition #Employment #JobTips #ResumeTips
--- Support this podcast: https://podcasters.spotify.com/pod/show/riderflex/support1153 bölüm
Manage episode 412819066 series 2093989
Lorraine Ell, Managing Partner and CEO at Better Money Decisions, and Lea Ann Knight, Managing Partner and Certified Financial Planner at a women-owned Registered Investment Advisor, are leading figures in the finance industry with a shared commitment to empowering individuals—especially women—to manage their financial lives with expertise and confidence. With over 40 years of experience, Lorraine has shaped a career that challenges traditional financial norms, promoting a collaborative and innovative culture that diverges from the competitive nature of Wall Street. Her leadership ensures that every team member’s contribution significantly impacts both the firm and its clients, advocating for better outcomes that benefit families across generations. Similarly, Lea Ann, with over 30 years of experience, specializes in guiding women through major life transitions such as marriage, divorce, widowhood, and retirement. Her holistic approach extends beyond investment portfolios to embrace the full spectrum of her clients' lives, emphasizing the importance of financial wellness for achieving long-term security. Together, these visionary leaders foster environments where financial decisions profoundly enhance clients' lives and futures.
Better Money Decisions is a forward-thinking investment firm that has broken away from traditional "button-down" models to prioritize integrity and collaboration. Founded on the belief that the old ways of doing things needed a refresh, the firm operates with a deep commitment to seeing things from the client's perspective, continually adapting to changing regulations, technologies, and client circumstances to enhance its services. As a fiduciary and fee-only firm, Better Money Decisions ensures minimal conflicts of interest, avoiding commissions or referral fees, and focuses solely on what benefits the client. Rejecting conventional stock-picking, the firm embraces a research-backed investment philosophy that recognizes the efficiency of the markets, advocating for passive investments as a more cost-effective and reliable method to engage in stock and bond markets. This approach is guided by five basic principles that prioritize market efficiency and the challenges of outperforming the market consistently.
Meet Better Money Decisions: https://bettermoneydecisions.com/
Watch the Full Interview: https://youtu.be/4ue7OrWvbj4
Unlock career success with "Riderflex Guide 2.0: Mastering Job Interviews." Over 30 years of recruitment expertise. Strategies for new graduates, seasoned professionals. Master virtual interviews, and challenging questions.
Get your copy today at: https://tinyurl.com/Mastering-Job-Interviews
Listen to real stories from successful business leaders, CEOs, and entrepreneurs on the Riderflex podcast hosted by CEO Steve Urban.
The Riderflex Podcast: https://www.youtube.com/channel/UC5NDLaxEqkMsnlYrc5ntAPw
Trust Riderflex, a premier headhunter and employment agency based in Colorado, to recruit top talent for your team. Visit https://riderflex.com/ to learn more about our executive recruiting services.
Podcast Sponsor: Kura Home Services, Air Duct Cleaning & Home Maintenance. For All your Home Maintenance needs! https://www.kurahomeservices.com/
#FinancialFreedom #InvestmentWisdom #FiduciaryDuty #FinancialWellness #riderflexpodcast #careeradvice #entrepreneur #ColoradoRecruitingFirm #Colorado #National #Riderflex #TalentAcquisition #Employment #JobTips #ResumeTips
--- Support this podcast: https://podcasters.spotify.com/pod/show/riderflex/support1153 bölüm
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