Podcast appearances and mentions of Heather R Ettinger

As a financial adviser working with female clients, it’s important to remember that women have their own concerns and priorities when they’re building their wealth. You can’t just tweak your strategy for male clients — you need to tailor your plan to address women’s priorities. In this episode, Christine Shaw speaks with Heather Ettinger, founder and CEO of Luma Wealth Advisors, to discuss the importance of educating and empowering women to build their own wealth. Heather discusses her experience as an adviser, and shares why she is so passionate about working with women and what sets their priorities apart from those of men. In this episode, you will learn: Why it is so important to have an integrated approach to financial services, especially when working with womenHow financial wellness plays into a person’s overall integrated wellness What inspired Heather to write her book, Lumination: Shining a Light on a Woman’s Journey to Financial WellnessWhy some advisers tend to “pinkify” their strategy for female clients — and why this needs to changeAnd more!Tune in to learn from Heather Ettinger, founder and CEO of Luma Wealth Advisors, about the importance of working with women to meet their needs!Resources: InvestmentNews | Christine Shaw | Luma Wealth Advisors | Heather Ettinger | Lumination: Shining a Light on a Woman’s Journey to Financial WellnessGuest bio: As a champion for women and girls for over 30 years, Heather Ettinger is widely recognized for her unique experience and dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes and to align their resources around family values and impact in their communities.Heather co-authored two studies about women and their unique needs entitled “Women of  Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for industry associations, company women’s initiatives and wellness events. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsburg award for advancing the aspirations of women from the Women’s Vote Project.Ms. Ettinger remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. She has served on numerous non-profit and private company boards across a wide range of industries including distribution, manufacturing, technology, trust services, financial services and healthcare.Her most recent board service includes University Hospitals Health System, The Private Trust Company, Asurint One Source Technology, Schwab Institutional Services Advisory Board, and Racing Towards Diversity.Ms. Ettinger considers raising her three children with her husband, Jeff, to be her greatest and most rewarding accomplishment. Her favorite activities include playing ice hockey, skiing and hiking.Interested in having a greater impact on your family giving or in your community, or learning more about aligning your financial resources for impact?Connect with Heather at heather@heatherettinger.com or on social media.

As a financial adviser working with female clients, it’s important to remember that women have their own concerns and priorities when they’re building their wealth. You can’t just tweak your strategy for male clients — you need to tailor your plan to address women’s priorities. In this episode, Christine Shaw speaks with Heather Ettinger, founder and CEO of Luma Wealth Advisors, to discuss the importance of educating and empowering women to build their own wealth. Heather discusses her experience as an adviser, and shares why she is so passionate about working with women and what sets their priorities apart from those of men. In this episode, you will learn: Why it is so important to have an integrated approach to financial services, especially when working with womenHow financial wellness plays into a person’s overall integrated wellness What inspired Heather to write her book, Lumination: Shining a Light on a Woman’s Journey to Financial WellnessWhy some advisers tend to “pinkify” their strategy for female clients — and why this needs to changeAnd more!Tune in to learn from Heather Ettinger, founder and CEO of Luma Wealth Advisors, about the importance of working with women to meet their needs!Resources: InvestmentNews | Christine Shaw | Luma Wealth Advisors | Heather Ettinger | Lumination: Shining a Light on a Woman’s Journey to Financial WellnessGuest bio: As a champion for women and girls for over 30 years, Heather Ettinger is widely recognized for her unique experience and dedication to helping women build their financial acumen and wealth, culminating in the founding of Luma Wealth Advisors in 2017. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes and to align their resources around family values and impact in their communities.Heather co-authored two studies about women and their unique needs entitled “Women of  Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for industry associations, company women’s initiatives and wellness events. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsburg award for advancing the aspirations of women from the Women’s Vote Project.Ms. Ettinger remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. She has served on numerous non-profit and private company boards across a wide range of industries including distribution, manufacturing, technology, trust services, financial services and healthcare.Her most recent board service includes University Hospitals Health System, The Private Trust Company, Asurint One Source Technology, Schwab Institutional Services Advisory Board, and Racing Towards Diversity.Ms. Ettinger considers raising her three children with her husband, Jeff, to be her greatest and most rewarding accomplishment. Her favorite activities include playing ice hockey, skiing and hiking.Interested in having a greater impact on your family giving or in your community, or learning more about aligning your financial resources for impact?Connect with Heather at heather@heatherettinger.com or on social media.

Heather R. Ettinger Managing Partner, Fairport Wealth Founder & CEO, Luma Wealth Advisors LinkedIn: https://www.linkedin.com/in/heatherettinger14/ Heather Ettinger has devoted more than 25 years to the financial services industry. She specializes in helping clients and their families create strategic financial plans to guide them through life transitions, such as the loss of a spouse, divorce and job changes. Heather is widely recognized for her unique expertise, experience and dedication to helping women build their financial acumen and wealth, culminating in the launch of Luma Wealth Advisors in 2017. Heather co-authored two studies about women and their unique needs entitled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” and “Women of Wealth: What Do Breadwinner Women Want?” Heather has been featured in many publications including The Wall Street Journal, Barron’s and Bloomberg and is a frequently requested speaker for both industry associations and company women’s initiatives. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsberg award for advancing the aspirations of women from the Women’s Vote Project. Heather remains an ardent supporter of her alma maters including Dartmouth College, where she earned a B.A., and Laurel School for girls, where she now serves as an Emeritus Trustee. She is active with In Counsel with Women and the nationally recognized wealth management study group, Family Wealth Advisors Council. She has served on numerous non-profit and private company boards across a wide range of industries including distribution, manufacturing, technology, trust services, financial services and healthcare. Her most recent board service includes University Hospitals Health System, The Private Trust Company, Asurint One Source Technology, Schwab Institutional Services Advisory Board, Racing Towards Diversity and Investment News. Heather lives in Shaker Heights, Ohio, with her husband, Jeff, and considers raising their three kids as her greatest accomplishment. In her free time, she can be found playing ice hockey, snow skiing and hiking.  An authentic change-maker and advocate, Heather’s theme song is "You Will (The OWN Song)” by Jennifer Hudson and Jennifer Nettles. In this episode we discuss: Heather’s love of hockey and the demanding sport that it is How playing hockey was preparation for working in a ‘man’s world’ Migrating from the sports world to a financial world How outer physical strength contributes to inner strength Translating team playing skills to the workplace How women are the agents of social change The importance of chemistry when building a team The need for coaching at every level The need for ‘grit and gratitude’ The value of looking at both ‘the gap and the gain’ Remembering to celebrate successes and recognize the entire team Being prepared and communicating with intention Understanding your role and the impact you can have on your team Surrounding yourself with people that will give you honest & candid feedback and advice