Join us in this installment of Focused on the Future as Suzanne Siracuse sits down with Stacy Francis, founder and CEO of Francis Financial and the nonprofit Savvy Ladies. Stacy shares the heartwarming story of her grandmother's life and how it influenced her to become a financial advisor working with women in transition, such as divorce or widowhood. Stacy also discusses her firm's growth strategy, focused solely on organic growth, and why every advisor should start a succession plan sooner than they think.
Key points of discussion include:
- The story of Stacy's grandmother and her influence on her career
- Opportunities for advisors to get involved with Savvy Ladies through pro bono work
- Discovering her “superpower” through adversity
- The benefits of early succession planning
- The power of a warm practice focuses on divorced women
- Her role as an expert witness in divorce cases
- Her firm's thoughtful approach to nurturing COIs
Sources:
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About Stacy Francis:
Stacy is the President and CEO of Francis Financial, a boutique fee-only wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice to successful individuals, couples and women in transition, as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®) and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the nonprofit Savvy Ladies™, host of the Financially Ever After podcast, and author of the white paper, Uncovering the Unspoken Truth: Financial Challenges Women Face During and After Divorce and Financial Help for widows. – A complete resource guide.