How Independence Empowers Advisors to Break Barriers and Build Powerful Businesses
In this episode of "PWS on the Fly," hosts Rob Bartenstein and Scott Wilson sit down with Lisa Turner and Valerie Taggart from Katella Wealth Management in Salt Lake City. Lisa shares her inspiring journey from starting in the financial industry to founding her own wealth management firm.
Valerie talks about transitioning from the automotive industry, bringing a high-net-worth clientele into the wealth space. Together, they discuss the advantages of being women in a male-dominated industry, the vision for growing their business, and the power of independence with the support of PWS.
Filled with insights on overcoming challenges, building client trust, and crafting a personalized client experience, this episode highlights the collaborative spirit that fuels their growing empire.
