Artwork

内容由She Angel Investors and Catherine Gray提供。所有播客内容(包括剧集、图形和播客描述)均由 She Angel Investors and Catherine Gray 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Player FM -播客应用
使用Player FM应用程序离线!

Wealth Building with Sandi Bragar and Cammie Doder, host Catherine Gray Ep. 418

22:59
 
分享
 

Manage episode 452285084 series 1520189
内容由She Angel Investors and Catherine Gray提供。所有播客内容(包括剧集、图形和播客描述)均由 She Angel Investors and Catherine Gray 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values.

Sandi Bragar, Aspiriant’s Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence.

In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning.

https://aspiriant.com/

www.sheangelinvestors.com

Follow Us On Social

  • Facebook @sheangelinvestors

  • Twitter (X) @sheangelsinvest

  • Instagram @sheangelinvestors & @catherinegray_investinher

  • LinkedIn @catherinelgray & @sheangels

  continue reading

424集单集

Artwork
icon分享
 
Manage episode 452285084 series 1520189
内容由She Angel Investors and Catherine Gray提供。所有播客内容(包括剧集、图形和播客描述)均由 She Angel Investors and Catherine Gray 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, host Catherine Gray sits down with Cammie Doder and Sandi Bragar of Aspiriant, a premier wealth management firm. Cammie Doder is the Chief Marketing Officer and a partner at Aspiriant. She is passionate about fostering client connections through thoughtful marketing strategies and empowering clients to make well-informed financial decisions. With an MBA from UCLA and a BS from USC, Cammie combines a strong educational background with years of experience in brand leadership. Her role centers on client advocacy, brand consistency, and connecting with new clients who align with Aspiriant's forward-thinking, fiduciary-focused values.

Sandi Bragar, Aspiriant’s Chief Client Officer, leads the firm's Planning, Strategy & Research team, which offers an advanced wealth planning platform for personalized client support. With a background in tax consulting at Ernst & Young and numerous industry accolades, Sandi brings decades of expertise to Aspiriant, where she has been a partner since 2002. She is a Certified Financial Planner™ and has been recognized as one of Forbes America's Top Women Advisors. A dedicated mentor in the Financial Planning Association and a respected media contributor, Sandi is committed to helping families navigate complex financial landscapes with clarity and confidence.

In this episode, Catherine, Cammie, and Sandi discuss the journey of building meaningful client relationships in wealth management, the importance of trust and transparency, and how Aspiriant supports individuals in achieving financial security. They also share insights on the evolving roles of women in finance and the power of mentorship. Join them for an inspiring conversation on creating impact and fostering a client-centered approach in financial planning.

https://aspiriant.com/

www.sheangelinvestors.com

Follow Us On Social

  • Facebook @sheangelinvestors

  • Twitter (X) @sheangelsinvest

  • Instagram @sheangelinvestors & @catherinegray_investinher

  • LinkedIn @catherinelgray & @sheangels

  continue reading

424集单集

Todos los episodios

×
 
Loading …

欢迎使用Player FM

Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。

 

快速参考指南

边探索边听这个节目
播放