With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, interviews Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, Founder, Wealth Advisor and Lead Tax Planner at Taylor Financial Group. Debbie shares her transition from a lawyer and CPA to establishing her successful firm, driven by a passion for personal finance. She highlights the challenges she faced as a woman in a male-dominated industry and discusses her approach to engaging women in finance, the significance of events tailored for women, and the importance of proactive tax planning. Debbie reflects on the biases women face, the need for perseverance, and the role of community and support in her success. She also debunks the glamorous image of wealth management, emphasizing hard work and passion.

Debra discusses: 

• Her journey from law to personal finance
• The importance of providing forward-looking financial planning
• Building events to attract and empower women in financial planning
• The impact of creating a supportive community for female clients
• Unique tax planning challenges faced by women, including the "widow's penalty"
• The importance of proactive financial planning when addressing the challenges many women face
• And more

Resources:

• Be Useful: Seven Tools for Life by Arnold Schwarzenegger
• Kamila Elliott, CFP® : Supporting Underrepresented Talent
• Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships

Connect with Ana Trujillo Limón: 

• Carson Group LLC
• LinkedIn: Ana Trujillo Limón

Connect with Guest Name:

• Taylor Financial Group LLC
• LinkedIn: Debra Taylor

About our Guest: 

Debra Taylor, CPA/PFS™, JD, Certified Divorce Financial Analyst®, is the Founder, Wealth Advisor and Lead Tax Planner of Taylor Financial Group, LLC, a full service, woman-owned wealth management firm located in Franklin Lakes, NJ. Debra’s passion is in educating and empowering women and their families to take control of their future, advising in all areas, including investment management, insurance solutions, complex tax planning, retirement planning, and estate planning.

Send us your questions, we’d love to hear from you! Email us at [email protected].