Embracing the Personal in Planning with Beth Bosworth

Beth Bosworth, a wealth advisor and head of planning at Perigon Wealth Management, shares her unique journey from a banking career on Music Row to financial planning. She emphasizes the importance of personal connections in building client relationships and discusses how inclusive language can create a welcoming environment. Beth also highlights innovative strategies for attracting next-gen clients, advocating for the removal of traditional investment minimums and the value of financial education for younger generations. Her insights offer a refreshing approach to modern wealth management.