As we continue to explore conversations with change agents rethinking paths to financial health. we are in conversation with Mical Jeanlys-White, Founder and CEO of WealthMore, an inclusive investment and advice platform. Mical was most recently recognized in the founder category in this past year's @New York City FinTech Women's Inspiring FinTech Females 2023 list. WealthMore’s belief is that “everyone’s wealth deserves the benefit and respect of financial advice.” Join us as we listen to Mical's journey as a first-generation American, from trying to get her grandmother to invest in CDs to defining a solution to help democratize wealth advice. Mical shares her lived experiences, challenges, and real conversations we need to have about closing the racial and gender wealth gaps if we are to create a path to lasting generational wealth. Discover WealthMore's unique approach to investing, planning, and creating a diverse and inclusive community of wealth advisors. Explore the impact of community-led financial empowerment and WealthMore's innovative 'advice on demand' model as part of an ecosystem that stands for financial inclusion and leveling the playing field. #thoughtleadership #moreelephant #financialfreedom #generationalwealth #wealthmore #changeagents #workthatmatters #representationmatters #financialadvice
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As we continue to explore conversations with change agents rethinking paths to financial health, we are excited to listen and learn from Mical Jeanlys-White, Founder and CEO of WealthMore. WealthMore is an inclusive investment and advice platform that believes everyone's wealth deserves the benefit and respect of financial advice. Mical was most recently recognized in the founder category in this past year's @New York City FinTech Women's Inspiring FinTech Females 2023 list. Join us as we listen to Mical's journey as a first-generation immigrant and how she defined a solution to help democratize wealth advice. She shares her lived experiences, challenges, and real conversations we need to have about closing the racial and gender wealth gaps if we are to create a path to lasting generational wealth. Discover WealthMore's unique approach to investing, planning, and creating a diverse and inclusive community of wealth advisors. Explore the impact of community-led financial empowerment and WealthMore's innovative 'advice on demand' model as part of an ecosystem that stands for financial inclusion and leveling the playing field. #WealthMore #financialinclusion #democratizingfinance #inclusivewealthadvisors #communityempowerment #moreelephant #thoughtleaders #workthatmatters
As we continue to explore conversations with change agents rethinking paths to financial health. we are in conversation with Mical Jeanlys-White, Founder and CEO of WealthMore, an inclusive investment and advice platform. Mical was most recently recognized in the founder category in this past year's @New York City FinTech Women's Inspiring FinTech Females 2023 list. WealthMore’s belief is that “everyone’s wealth deserves the benefit and respect of financial advice.” Join us as we listen to Mical's journey as a first-generation American, from trying to get her grandmother to invest in CDs to defining a solution to help democratize wealth advice. Mical shares her lived experiences, challenges, and real conversations we need to have about closing the racial and gender wealth gaps if we are to create a path to lasting generational wealth. Discover WealthMore's unique approach to investing, planning, and creating a diverse and inclusive community of wealth advisors. Explore the impact of community-led financial empowerment and WealthMore's innovative 'advice on demand' model as part of an ecosystem that stands for financial inclusion and leveling the playing field. #thoughtleadership #moreelephant #financialfreedom #generationalwealth #wealthmore #changeagents #workthatmatters #representationmatters #financialadvice
Episode 15: A Path to Generational Wealth with WealthMore — More Elephant
moreelephant.com
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Big news Linkedin network: For the first time ever, the Factora Wealth Circle is being offered as a self-paced course. Which means, when you join, you’ll get immediate AND lifetime access to: —All 6 wealth-building sessions —All our customizable tools, spreadsheets & bonus activities —And our private Factora Slack community with thousands of women... Sharing their real numbers, favorite resources, and investment opportunities. Why am I doing this? Because after 5 years of running THIRTY ONE LIVE Wealth Circles, this momma’s taking a break for the remainder of 2024. And the best part? It's only $1000 to join (but only until May 1st). If you've always wanted to take the Wealth Circle but the cost was prohibitive or the call schedule didn’t work, this is FOR YOU. Joining means you're ready to: 1. Become an incredible steward of your financial life 2. Start confidently investing in the stock market, real estate and business 3. Have a female financial community to lean on and learn from along the way Join here: https://lnkd.in/eQi4kSd Or if you want to see women's results first, go here: https://lnkd.in/g5yJJS8j #women #wealth #invest #financialfreedom
The Wealth Circle | Where women learn how to invest & grow their net worths — Factora
factorawealth.com
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Today, Portfolia CEO and Founder, Trish Costello, will be hosting a highly anticipated fireside chat at the Finovate Spring Conference on a topic that's reshaping the financial landscape: The Great Wealth Transfer. As massive wealth shifts from the Boomer generation to surviving female spouses and women and men of the next generation, we see a significant trend emerging. Women will own the an estimated 60% of wealth by the end of the decade. This seismic shift reflects demographics, as well as the rising education and career status of women today. Legacy financial services companies and fintechs have yet to adapt to women's unique needs, preferences, and behaviors in spending, investing, and managing money. Key Discussion Points Include: - How financial preferences and choices of women will impact capital allocation. - The role of women in business growth and technology advancements. - The societal and environmental implications of this wealth transfer. - Insights from behavioral economists on how women and men think differently about money. Joining Trish Costello will be Yvette Butler, Founder & CEO of Hive Wealth, bringing her extensive expertise to the conversation. Don't miss this insightful discussion that will provide invaluable perspectives on the future of wealth management and financial services! #Finovate #Fintech #Innovation #Finance #Portfolia #WealthTransfer #WomenInFinance #FinancialServices #Investment #Leadership #Conference2024 #TrishCostello #YvetteButler #womeninvesting #womeninventure #womenleaders #womeninvestors #femtech
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This one's for all the phenomenal women out there, the trailblazers, the movers and shakers, the ones making magic happen every single day. You know who you are – turning dreams into reality, no matter what life throws at you. 🌟 Y'all are out here breaking barriers, setting trends, and showing the world how it's done. From boardrooms to community centers, from science labs to art studios – you're redefining what it means to be a powerhouse. And let me just say, we are here for it! But hey, let's keep it real – with all that world-changing, sometimes the nitty-gritty like taxes and finances can feel like a whole extra job, right? That's where I step in. I'm offering a free consultation to help you take the stress out of managing those taxes and finances. Think of me as your financial sidekick, here to help you focus on your awesomeness while I handle the numbers game. So, slide into my DMs or schedule your FREE consultation at 2ndstorywealth.com – let's make a date to chat about how we can lift that financial weight off your shoulders. Because you've got bigger things to conquer! 🌍💖 #PhenomenalWomen #Trailblazers #StressFreeFinances #LetsChat #2ndstorywealth
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A FORMULA FOR GOOD 🎙 A big thank you for evolution media group CEO Vanessa Stoykov who interviewed Grow My Money founder Pascale Helyar-Moray OAM as part of the 'Money Conversations' series. You can catch it here: https://lnkd.in/gKHU8ZTR Highlights included: - Proactive steps women can take, especially those who may feel time-strapped, like stay-at-home mums - Sage advice for those facing significant life events such as a windfall or inheritance, emphasizing the importance of careful planning and not rushing into decisions. - Being thanked for doing what she - and the whole team at Grow My Money - does; bringing purpose to create a better world. #FinancialEmpowerment #MoneyConversations #GrowMyMoney #proactive #moneymanagement #lifeevents #purpose #passion #positiveimpact #thankyou
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This was such a fun recap🥂 Making wealth accessible isn't just about financial knowledge - it's about creating spaces where everyone sees themselves in the conversation. 2024 showed me just how powerful that can be. 💫 This year, we transformed how we serve our community at Zenith Wealth Partners: 💸Helped tech professionals navigate market volatility and turn concentrated positions into lasting wealth 💸 Expanded our educational initiatives around how to create YOUR financial plan, real estate investing, and planning for entrepreneurs 💸 Built stronger networks for women and people of color in finance 💸 Grew our team while staying true to our mission of accessible wealth creation Looking ahead: We're doubling down on our mission to create $1 billion in wealth for women and people of color. It's not just about numbers - it's about transforming lives and legacies. To every client who trusted us with their journey, every team member who brought their whole self to this mission, and every person working to make wealth more accessible - your impact goes far beyond portfolios. Cheers to new milestones and accomplishments in 2025!💸 #WealthBuilding #FinancialPlanning #WomenInFinance #CFP #LinkedInRewind
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78% of women feel they lack the knowledge to grow their wealth effectively. Here’s the reality: wealth isn’t just about earning more—it’s about understanding how to make, manage, and multiply what you already have. Without this knowledge, even the biggest fortunes can vanish. At WealthyU, we’ve seen too many high-earning women who are still struggling to build lasting financial security. Why? Because no one teaches us how to grow wealth. Society taught us to work hard, save what we can, and hope for the best. But that’s not how true wealth is built. Here’s the good news: you can rewrite your financial story. Whether you’re frustrated by stagnant savings, unsure how to invest, or overwhelmed by financial jargon, you can gain the knowledge and confidence to take control of your future. 📺 In Deborah Owens’ latest video, "How to Build Wealth in an Uncertain Economy," you’ll discover proven strategies to grow your wealth—even during challenging times. 👉 Watch now on YouTube. Here’s what you’ll learn: ✔️ Practical tips to start building wealth today. ✔️ How to protect your financial future from uncertainty. ✔️ Simple strategies for confident investing. 💡 Ready to take the first step? Subscribe to Wealth Secrets with Deborah Owens on YouTube and join a growing community of women building legacies for generations to come. Check the comments below for more resources to help you get started! You’re one decision away from creating the financial freedom you’ve been dreaming of. Let’s make it happen. #WealthBuilding #FinancialFreedom #WomenInFinance #InvestSmart #WealthyU
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To my fellow service-based women entrepreneurs... I'm excited to share that I've been asked to speak at the Women in Wealth Summit + the lineup is SO GOOD! Every speaker is a 6+ figure earner with complete transparency about how they built their wealth and financial freedom. We’re talking only about the important stuff. Plus, you can skip what you don't need for the things you KNOW are going to be helpful and move the needle for you now, like: 🔥Specific strategies for multiplying your income, sales + clients 🔥Feel-good ways to stand out + easily magnetize clients to you 🔥Breakthrough income ceilings + make money work for you 🔥Wealth creation, investing guidance + passive income streams 🔥Feel free with money and living the life you desire + deserve If you want to be a magnet for wealth, invest an hour or two into the segments that fill a current gap or growth opportunity for you. It'll be a game-changer 🎉🎉 👉🏼 Comment MONEY below to snag a free ticket to ALL interviews plus a wealth-building checklist!
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Are Money Traumas Holding You Back? 💸 Dive into this week's Wow Wednesday session with Tasha Chen, the #1 Manifestation & Wealth Mentor for Women Entrepreneurs & Executives. In this powerful conversation, Tasha reveals how hidden money traumas could be blocking your path to financial freedom and success. Discover how to heal your money traumas and transform your financial reality! ✨ Here's what you'll learn: - Identify if you suffer from Post-Traumatic Financial Disorder. - Understand the 17 Money Traumas and why they impact women more. - Discover 3 surprising habits of self-made millionaires that help overcome financial blocks. If you're ready to elevate your money mindset and break free from financial limitations, this is the session you don’t want to miss! 🌟 Watch now and start creating your legacy of abundance. 👉 Catch the full conversation here: https://lnkd.in/dDf9VJDy #FinancialFreedom #WealthMindset #BreakMoneyTraumas #WowWednesday #WomenInBusiness
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