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59 - Empowering Women in Wealth Management: Insights from Sarah Coates, J.D.
Manage episode 411734877 series 2917919
Innhold levert av Dianne Gubin and Beth Hilbing, Dianne Gubin, and Beth Hilbing. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dianne Gubin and Beth Hilbing, Dianne Gubin, and Beth Hilbing eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
This week, Beth and Dianne sit down with Sarah Coates, J.D., VP, Senior Wealth Advisor at Calamos Wealth Management. Leveraging her legal background, she supports nonprofits' investment committees. Sarah stresses education, empowering clients in financial decisions, particularly women. She values women's contributions to investments and advocates for ESG factors. Inspired by Christine Lagarde, she prioritizes joy and encourages women's involvement in financial planning.
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