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Focused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa MartinezFocused on the Future: Longevity Risk and the Role of Psychology in Financial Planning with Vanessa Martinez
Expressive Wealth's Vanessa Martinez details how her journey shaped her commitment to empowering clients through education and comprehensive wealth management.
Industry veteran Suzanne Siracuse chats with Vanessa Martinez, CEO and managing partner of Expressive Wealth, to explore how holistic financial planning and inclusive communication can transform the client experience. Vanessa shares her journey, rooted in the values instilled by her parents, who overcame educational limitations in war-torn Central America. This background shaped her commitment to empowering clients through education and comprehensive wealth management.
Vanessa also discusses the need for financial advisors to shift their strategies in the face of longer lifespans, emphasizing longevity risk as a critical factor in planning. She highlights the importance of understanding diverse and blended family dynamics, going beyond assumptions, and focusing on meaningful communication with clients.
Highlights from this episode include:
The role of psychology in financial planning
Why wealth management is not just about numbers but about understanding clients’ behaviors, motivations and family structures
Her fresh perspective on how advisors can build more impactful and sustainable practices by embracing diversity
How advisors can better serve clients of the future by adapting to evolving trends and truly listening to their client’s unique needs
Connect With Suzanne Siracuse:
Connect With Vanessa Martinez:
LinkedIn: Expressive Wealth
LinkedIn: Vanessa Martinez
About Our Guest:
With 15+ years of wealth management expertise, Vanessa is dedicated to aligning your financial goals with holistic well-being. Vanessa traveled abroad for her undergrad and earned her BBA in Guatemala, C.A. Returning to Chicago; she received her MBA in finance at North Park University while gaining insights from her time at JPMorgan Chase. Her commitment to comprehensive client wealth advisory led her to earn FINRA Series 6, 7, 63, and 65 certifications.
