Industry veteran Suzanne Siracuse talks to Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and comprehensive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.
Vanessa also discusses the need for financial advisors to change their strategies in the face of longer life expectancy, highlighting longevity risk as a critical factor in planning. She emphasizes the importance of understanding diverse and blended family dynamics, moving beyond assumptions and focusing on meaningful communication with clients.
Highlights from this episode include:
- The role of psychology in financial planning
- Why wealth management is not just about numbers, but about understanding clients' behaviours, motivations and family structures
- Her fresh perspective on how advisors can build more effective and sustainable practices by embracing diversity
- How advisors can better serve the clients of the future by adapting to emerging trends and truly listening to their clients' unique needs
Connect with Suzanne Siracuse:
Connect with Vanessa Martinez:
About our guest:
With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with total wellness. Vanessa traveled abroad for her undergraduate and earned her BBA in Guatemala, CA returning to Chicago; she earned her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63 and 65 certifications.