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Podcast: The Uncertainty E.D.G.E.
Episode: Navigating the Succession Planning Maze with Sarah Kolla-Empey
Description: Ever wondered how a seasoned financial planner brings tax and accounting expertise to the table? Join an interesting conversation with Sarah Kolla-Empey, who grew up discussing wealth management over dinner! This episode gives you an insider's view of how she passionately crafts client-centric plans that empower informed decisions about investments, insurance, estate plans, and more.In the realm of tax planning and its pivotal role in wealth management, Sarah offers valuable insights. She stresses the importance of family involvement during client onboarding, the distinct needs of mature and younger female clients, and how women advisors can provide...