Our Guest Mentor:
Jennifer Luzzatto is a Chartered Financial Analyst®, a Certified Financial Planner®, and a NAPFA registered financial advisor. She began her career in financial services thirty years ago as a fixed-income trader in a regional brokerage firm and went on to manage personal trust accounts, institutional portfolios, and a municipal bond mutual fund at a commercial bank. In 1999, she founded Summit Financial Partners, transitioning from banking to financial planning and investment advisory services. Jennifer holds a BA in Psychology and an MBA from the University of Richmond. She lives in Richmond, Virginia, with her daughter and their dog.
Key Quotes From the Episode:
“Maintaining connection with everyone is one of the most valuable things you can do.”[9:56]
“[In this New Normal] acquire some knowledge about managing your personal finances.”[11:09]
“We have to learn our life lessons in our own pace.”[20:00]
(Other resources and how to connect with Jennifer below).
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Key Points From the Episode:
– Things to do best in this new normal
- maintain connections with others
- take charge of your finances
- get back quickly
– Support of people around during this difficult times
– People are averse asking for help
Time Stamped Show Notes
[02:35] – We go through Jennifer’s journey to managing her own investment advisory firm from starting out as bond trader at Central Fidelity Bank/Wachovia Bank and later became the Portfolio Manager. After the merger she started her own firm without any experience but she learned along the way and had fun doing it.
[04:14] – Started learning financial planning, as Jennifer being a Psychology graduate.
[06:14] – Jennifer shows great courage when detailing the story behind the sudden loss of her late husband.
[11:51] – Things to do best in this new normal
– maintain connections with others
– take charge of your finances
– get back quickly
[12:08] – How supporting those around us during this difficult times deepens our relationship with them
[13:09] – Why people are averse asking for help as we are wired not to show our weakness.
[15:50] – Exciting things happening at Jennifer’s current work.
[18:22] – Offering services to clients resulting to peace of mind especially this challenging times.
[19:05] – The best advice Jennifer’s ever received by learning our life lessons in our own pace
[21:05] – Jennifer shares the resources our audience to read
[24:11] – Best way to connect with Jennifer.
[24:54] – Jennifer’s parting thoughts.
Inheriting Chaos with Compassion: Learn to Navigate Your Loved One’s Financial Legacy by
Good to Great: Why Some Companies Make the Leap and Others Don’t by James C. Collins
The Five Dysfunctions of a Team by Patrick Lencioni
Switch: How to Change Things When Change Is Hard by Chip Heath and Dan Heath
Connect with today’s guest: