Lisa VanArsdale

Lisa VanArsdale, a senior wealth advisor at SageView Advisory Group, works alongside her mother, leading their family-run firm. They delve into the dynamics of family partnerships in wealth management, discussing the blend of personal and professional roles. Lisa shares insights on serving unique demographics like teachers and small businesses and emphasizes the impact of an all-female team in a male-dominated industry. The conversation also highlights the importance of empathy, client interactions, and adapting strategies to meet the needs of affluent education sector clients.