Ep 113: Scaling An Advisory Firm To Serve A Greater Mission Beyond Yourself with Stacy Francis

My guest today has made it her mission to empower women to take control of their finances. Stacy Francis is the president and CEO of Francis Financial, an independent RIA with a unique niche focus on recent widows and women going through the divorce process. She is also the founder of Savvy Ladies, a nonprofit focused on improving the financial wellbeing of all women.

In this episode, Stacy opens up about the challenging family situation that led her to enter the financial services industry to help women in particular, as well as why she says today’s market is the worst one for divorcees that we’ve seen in nearly a decade. Listen in to learn how she built her business up to managing nearly $280 million in assets, why she hired business coaches for both herself and her team, and how making the decision to go all-in on a niche has helped Francis Financial grow as much in the past three years as it did in the 15 years leading up to the change.

For show notes and more visit: https://www.kitces.com/113