Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigon Wealth Management. Beth highlights her effective strategies for attracting and retaining next-generation clients, how being a member of the LGBTQ community has impacted her planning services with clients, how she participates as a team member and leader, and her recommendations for assessment of technology tools that work best for your firm.
Key points of discussion include:
- Her unique journey from a banker on Nashville's Music Row to a leading financial planner
- Why her mantra is “living life alongside her clients”
- The importance of personal orientation
- Why using inclusive language is important
- Why advisors need to throw traditional minimums “out the window” to attract next-generation clients
- How providing financial education to clients' children leads to engagement and retention
- How technology helps with efficiency, but the personalization of man himself.
This episode is a must-listen for financial professionals looking to modernize their practices, deepen client relationships, attract new clients, and embrace inclusion as a core component of their firm.
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About our guest:
Beth Bosworth is a wealth advisor with Perigon Wealth Management and oversees the firm's financial planning operations along with the Planning Team. Her passion is helping clients manage the risks associated with wealth accumulation and preservation. Her favorite part of her career is that she has the privilege of living life alongside her clients. She is an ardent advocate of the independent wealth management space and values protecting her fee-only practice.
Beth is a CFP® Professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in Asheville, NC with her wife and two sons. She is an avid tennis player, enjoys golf and spends her weekends hiking with her family and dog in the mountains. Beth is also passionate about giving her time to worthy causes and has served the USTA (United States Tennis Association) for over 15 years.