Emily Malone, a former attorney turned financial advisor at Wells Fargo, shares insights on transitioning careers and maximizing value in advisory roles. She highlights the importance of genuine client relationships, especially with younger clients. Emily discusses launching Finance 101 seminars for the next generation, aiming to boost financial literacy. She dispels myths about predicting interest rates, advocating for diversification instead. Ultimately, she emphasizes the need for more women in financial advising and the role of technology in fostering personal connections.
