How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 2 (Ep. 28)
What’s the puzzle of financial empowerment for women?
Unpack the generational shift in wealth with Jim Sumpter and guest Jillian Berry in part two of the Financial Puzzle Playbook. Discover how women are becoming major financial decision-makers and what it means for the future. From understanding the impact of social media on financial literacy among Gen Z to addressing the unique challenges of the sandwich generation, we delve into strategies for achieving financial goals across all ages.
Jim and Jillian dive into:
- The upcoming wealth transfer across generations and its impact on women [00:02:51]
- The importance of financial literacy for older generations becoming primary decision-makers [00:03:40]
- How technology and social media influence financial decisions among younger generations [00:06:47]
- Setting meaningful financial goals at every life stage [00:23:03]
Tune in to connect the pieces of your financial puzzle, empower your financial journey, and embrace lifelong learning.
Resources:
- Creativity, Inc.: Overcoming the Unseen Forces
- Men Are from Mars, Women Are from Venus
- How Women Are Reshaping the Future of Financial Management With Jillian Berry – Part 1 (Ep. 27)
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
Connect with Jillian Berry:
- LinkedIn: Jillian Berry
- StrongHer Money
About Jillian Berry:
Jillian Berry is the Senior Director of StrongHer Money at RFG Advisory, where she leads efforts to empower women to take control of their financial future. She focuses on providing educational resources, personalized investment strategies, and networking opportunities to help women navigate the financial landscape with confidence. Jillian is passionate about promoting equity in the financial industry and increasing women’s influence in global financial decisions.
With a strong background in leadership and management, Jillian has played a pivotal role in evolving StrongHer Money into a comprehensive platform that supports both women and financial advisors. She is recognized for her strategic vision, commitment to financial inclusion, and ability to inspire others to transform the financial industry for women.
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