As the Great Wealth Transfer unfolds, women are set to control the majority of financial assets. On Zephyr’s Adjusted for Risk podcast, advisor Kassi Hyde explained: “It’s not all about performance, numbers, results. It’s about what’s the point to what I’m doing today—what am I going to get tomorrow out of this?” Her perspective underscores why advisors must connect financial planning to life goals and purpose, not just portfolio returns.
Read the full conversation on WealthManagement.com
