Phil Weiss

Kaitlyn Laney, a certified financial advisor from Scottsdale, shares her journey of balancing motherhood with financial advising. She discusses the challenges of giving personalized financial advice, especially to high-income earners often receiving outdated guidance. Kaitlyn emphasizes tailored strategies for tax mitigation and retirement planning, alongside the real costs of childcare. Joined by Barbara Friedberg and Phil Weiss, they explore women's financial empowerment, making deliberate family versus career decisions, and the importance of financial literacy for families across varying life stages.

In this engaging discussion, Phil Weiss, a financial advisor at Apprise Wealth Management, emphasizes the importance of learning AI before getting left behind. He draws parallels between AI's transformative impact and the Industrial Revolution, challenging traditional work and identity norms. The conversation highlights how understanding AI can separate the empowered from the obsolete, urging society to adapt and innovate. Weiss also raises concerns about the ethical implications of AI and the potential identity crisis as traditional job roles fade.

Phil Weiss, a financial advisor at Apprise Wealth Management, seeks to refine his marketing to better target women facing major life transitions. The discussion reveals strategies for narrowing down his niche and crafting messages that resonate with specific client pain points. They explore the significance of tailored content, the impact of leveraging podcast appearances, and the evolving role of referrals. Listeners will gain insights into enhancing their marketing effectiveness and creating materials that truly connect with their audience.