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 patient and nurturing advice. She also touches on the rise of women in the financial industry, against the backdrop of an increasing number of women taking control of their finances.

Lastly, we tackle the labyrinth of succession planning for business owners and professionals. Sarah highlights the need to comprehend the behavioral aspects of transitioning a business to the next generation. She also underscores the importance of working with lawyers and accountants to serve the client's best interests. Join us for this insightful conversation to better understand the future of wealth management!

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