Episode description
Episode description
We’re excited to have Philip Weiss, CFA, CPA, RLP®, founder of Apprise Wealth Management and Purse Strings-approved professional, with us today. His journey into the world of finance and dedication to serving the female market is nothing short of inspiring, and we love his holistic approach to financial planning.
Phil's dedication to helping others is deeply rooted in his personal experiences. Today, a significant portion of Phil's client base consists of women facing new beginnings, such as divorce, widowhood, or retirement. He finds that life planning is particularly beneficial for these clients, helping them navigate their transitions with clarity and confidence. We hope you’ll join us for a powerful reminder that, with the right guidance and mindset, you can rewrite your story.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:20 – Phil’s background in the financial industry
3:30 – Phil’s early experiences with money
7:44 – Putting a plan in place to tackle debt
16:47 – Phil’s E.V.O.K.E. life planning process
24:49 – How Phil began working with the female market
29:13 – Phil’s tips for women experiencing life changes
Get Your Free Copy of the How To Flourish Through Life’s Big Changes E-Book
https://apprisewealth.com/ebook/
Learn more about Phil
Check out Phil's bio HERE
Episode Links
Phil on Purse Strings
Apprise Wealth
Phil’s Weekly Blog (Sign up from any page on which a blog appears or through the "Contact Us" link)
https://apprisewealth.com/blog/
Phil on Social Media
https://www.facebook.com/AppriseWealth/
(27) Philip H. Weiss, CFA, CPA, RLP® | LinkedIn
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