Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Beth Bosworth, wealth advisor and head of planning at Perigon Wealth Management. Beth highlights her effective strategies for attracting and retaining next-gen clients, how being a member of the LGBTQ community influenced her planning services with clients, how she participates as a team member and leader, and her recommendations for evaluating which tech tools work best for your firm.
Key discussion points include:
- Her unique journey from a banker on Music Row in Nashville to a leading financial planner
- Why her mantra is “living life alongside her clients”
- The importance of leaning into the personal
- Why using inclusive language matters
- Why advisors should throw traditional minimums “out the window” to attract next-gen clients
- How offering financial education for clients’ children leads to engagement and retention
- How tech assists with efficiency, but human’s own personalization.
This episode is a must-listen for financial professionals looking to modernize their practices, deepen client relationships, attract new clients, and embrace inclusivity as a core component of their firm.
Connect With Suzanne Siracuse:
Connect With Beth Bosworth:
About Our Guest:
Beth Bosworth is a Wealth Advisor with Perigon Wealth Management and oversees the firm’s financial planning operations alongside the Planning Team. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living life alongside her clients. She is an avid advocate of the independent wealth management space, and values protecting her fee-only practice.
Beth is a CFP® professional and holds a BA from the University of Georgia. She helps manage the Atlanta office and resides in Asheville, NC with her wife and two sons. She is an avid tennis player, enjoys golf, and spends the weekends hiking with her family and dog in the Mountains. Beth is also passionate about dedicating her time to worthy causes and has served the USTA (United States Tennis Association) for over 15 years.
