In this episode, I get to sit down with Arwen Becker, a Retirement Planning Specialist in Seattle, WA. She is one of the founders and owners of Becker Retirement Group, a financial planning firm that focuses heavily on the women-only market. Arwen shares her own personal journey that led to her realization about the importance of financial planning and how that inspired her to cater to the women-only market.

Arwen and I discuss the reasons why there is such a huge disconnect between women and the area of finance, as well as some of the limiting beliefs that contribute to the disengagement among women. Arwen is also releasing a book soon, and she shares more about one of the key themes of the book — realizing what your core values are is the first step in financial planning. She also has some tips on what loan officers can do to create strategic partnerships with financial planners and it’s all about approaching them from a place of creating value and building a long-term relationship vs. a transactional mindset. Tune in to find out more!

Mentioned in This Episode:

Jennifer Du Plessis

Stop Talking, Take Action, Get Results. Business and Personal Growth with Jen Du Plessis on iTunes

Jennifer Du Plessis on YouTube

Jennifer Du Plessis on Zillow

Launch! How to Take Your Business to New Heights, by Jennifer Du Plessis on Amazon

Arwen Becker

Becker Retirement Group

Becker Retirement Events

Jeannette Bajalia website

Jeannette Bajalia on Woman's Worth

Smart Women Finish Rich: 9 Steps to Achieving Financial Security and Funding Your Dreams, by David Bach

The Latte Factor: Why You Don’t Have to Be Rich to Live Rich, by David Bach

“5 ‘Blue Zones’ Where the World’s Healthiest People Live,” by National Geographic

Dave Ramsey

The Automatic Millionaire: A Powerful One-Step Plan to Live and Finish Rich, by David Bach

Best Self Journal