Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the founder and CEO of Francis Financial and the nonprofit Savvy Ladies. Stacy shares the heartbreaking story of her grandmother’s life and how it impacted her becoming a financial advisor working with women in transition, such as divorce or widowhood. Stacy also discusses her firm’s growth strategy focused solely on organic growth and why every advisor should start a succession plan earlier than they think.
Key discussion points include:
- The story of Stacy’s grandmother and its impact on her career
- Opportunities for advisors to get involved with Savvy Ladies through pro bono work
- Discovering her “superpower” through adversity
- The benefits of early succession planning
- The power of a niche practice focused on divorced women
- Her role as an expert witness in divorce cases
- Her firm’s thoughtful approach to nurturing COI’s
Resources:
Connect With Suzanne Siracuse:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Suzanne Siracuse
- Twitter: Suzanne Siracuse
- Email: [email protected]
Connect With Stacy Francis:
- www.FrancisFinancial.com
- https://linktr.ee/francisfinancial
- LinkedIn: Francis Financial Inc
- LinkedIn: Stacy Francis
- Facebook: Stacy Francis Financial
- Email: [email protected]
About Stacy Francis:
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.