Podcast appearances and mentions of jeannette bajalia

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  • Sep 4, 2024LATEST

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Best podcasts about jeannette bajalia

Latest podcast episodes about jeannette bajalia

Rainmaker Multiplier On-Demand
Building an Authentic, Successful Brand: Lessons from an Advisor and Author

Rainmaker Multiplier On-Demand

Play Episode Listen Later Sep 4, 2024 31:59


Prospects often research financial advisors before seeking advice. Standing out as a thought leader can make you their top choice. Join host Matt Seitz, Chief Marketing Officer at C2P, as he interviews Jeannette Bajalia, senior wealth manager at JL Smith, speaker, author, and founder of Woman's Worth LLC. Jeannette shares her journey from corporate executive to financial advisor, revealing strategies for creating a powerful personal brand focused on serving women. Discover how to identify your niche, develop a unique brand, and align core values with your business. Tune in for valuable insights on building authentic client relationships and integrating your brand into client interactions.Resources:Jeannette Bajalia's company: Woman's Worth LLC

Rainmaker Multiplier On-Demand
Strategies of Top-Performing Financial Advisors

Rainmaker Multiplier On-Demand

Play Episode Listen Later Aug 2, 2023 34:34


Coming to you from the 2023 Mastermind Collegium in Cleveland, Jason L Smith, Founder & CEO of C2P, talks with the top four advisors on the C2P leaderboard in this panel. John Del Greco, founder of Del Greco Tax & Insurance Group; Dave Alison, CFP®, EA, BPC, President and Co-Founder of C2P; Jeannette Bajalia, Founder of Petros Financial Group & A Woman's Worth; and Bryan Bibbo, AIF, NSSA, BPC, Partner at JL Smith; share the personal and professional strategies helping them close more business.

Rainmaker Multiplier On-Demand
Coffee Break with C2P: Understanding Behavioral Finance

Rainmaker Multiplier On-Demand

Play Episode Listen Later May 12, 2023 29:45


In this episode of Coffee Break with C2P, we dive into behavioral finance! We discuss what it is, how behavioral coaching, client assessment and goals tie together, and share techniques that two C2P advisors use to overcome some of the behavioral biases with their clients.Joining Kirsten Schlumbohm are Cade DeNazario Akers, CFP®, Product Manager at Orion, Jeannette Bajalia, President and Founder of Woman's Worth, and Walter Young, MBA, RICP®, Founder of 5th Option.

Rainmaker Multiplier On-Demand
The Evolution of the Woman's Worth® Platform

Rainmaker Multiplier On-Demand

Play Episode Listen Later Sep 22, 2020 30:54


It's time to shift the financial services industry dynamic and utilize a turnkey marketing program that empowers female advisors - listen as Jason L Smith interviews Jeannette Bajalia, author, speaker, and founder of Woman's Worth® and learn how she has helped redefine retirement planning for women. You will also get an in-depth look at the program, its approach to wealth and health management and how it integrates with The Bucket Plan®. Get started on creating a unique experience for both your advisors and clients today!

Unlock Your Wealth Radio Starring Heather Wagenhals
Jeannette Bajalia Explains Heath Wealth Connection for Women

Unlock Your Wealth Radio Starring Heather Wagenhals

Play Episode Listen Later Feb 23, 2018 31:00


Women spend a lot of time caring for others, but aren’t always taking care of themselves. A little preventative maintenance can go a long way in improving our health and our wealth. The two are connected: a lack of wealth can lead to stress and anxiety, while poor health adds up to skyrocketing healthcare costs. Jeannette Bajalia works with clients to be proactive in taking care of both their well-being and their finances. She can dive deeper into the health-wealth connection and offer tips to keep seniors mentally, emotionally, physically and spiritually whole. Who's On: Jeannette Bajalia is the president and principal advisor at Woman’s Worth® in Winter Park, FL. Jeannette has written three books: Planning a PURPOSEFUL Life, Wi$e Up, Women! and Retirement Done Right. Big Vision: Jeannette and her team share a passion for helping women navigate financial planning with a special focus on physical and fiscal well-being, or what they call the "Health-Wealth Connection." Tune in as Jeanette answers the following questions for women:What is the Health-Wealth Connection?How is our fiscal health tied to our physical health?Why is this topic so important to you?What unique challenges do women face in retirement today?Learn More with Guests Links: http://womans-worth.com/ This Week's Key: From the Keys to Riches© Financial Philosophy No Seasonal Exceptions Join us this week from our Unlock Your Wealth LIVE from our Facebook fan page or link right here. Be a part of the show live, MONDAYS at 9 AM Pacific FB.com/unlockyourwealthradio Special Offers: Get ready for next week's national savings challenge as we join other financial professionals around the country to h

Unlock Your Wealth Today
Jeannette Bajalia Explains Heath Wealth Connection for Women

Unlock Your Wealth Today

Play Episode Listen Later Feb 23, 2018 30:04


Women spend a lot of time caring for others, but aren't always taking care of themselves. A little preventative maintenance can go a long way in improving our health and our wealth. The two are connected: a lack of wealth can lead to stress and anxiety, while poor health adds up to skyrocketing healthcare costs. Jeannette Bajalia works with clients to be proactive in taking care of both their well-being and their finances. She can dive deeper into the health-wealth connection and offer tips to keep seniors mentally, emotionally, physically and spiritually whole. Who's On: Jeannette Bajalia is the president and principal advisor at Woman's Worth® in Winter Park, FL. Jeannette has written three books: Planning a PURPOSEFUL Life, Wi$e Up, Women! and Retirement Done Right. Big Vision: Jeannette and her team share a passion for helping women navigate financial planning with a special focus on physical and fiscal well-being, or what they call the "Health-Wealth Connection." Tune in as Jeanette answers the following questions for women: What is the Health-Wealth Connection? How is our fiscal health tied to our physical health? Why is this topic so important to you? What unique challenges do women face in retirement today? Learn More with Guests Links: http://womans-worth.com/ This Week's Key: From the Keys to Riches© Financial Philosophy No Seasonal Exceptions Join us this week from our Unlock Your Wealth LIVE from our Facebook fan page or link right here. Be a part of the show live, MONDAYS at 9 AM Pacific FB.com/unlockyourwealthradio Special Offers: Get ready for next week's national savings challenge as we join other financial professionals around the country to help you automate your savings and ensure your retirement. Follow us on Instagram for the details @unlockyourwealth and special offers to help you get out of debt, achieve financial freedom, and live the life your dreams today! Tags: financial planning, women and money, health wealth connection, female problems, bossbabe, female millionaires, america saves week

Mr. Stillman's Opus
Retirement Planning for Women

Mr. Stillman's Opus

Play Episode Listen Later Feb 14, 2017 12:48


Jeannette Bajalia, founder of Woman's Worth, joins John to talk about the specific challenges that women face when it comes to financial and retirement planning.

Woman's Worth® Radio Podcast
The Best Of Woman's Worth

Woman's Worth® Radio Podcast

Play Episode Listen Later Dec 22, 2016 49:55


Merry Christmas and Happy Holidays from the folks at Woman's Worth. On this week's show, we're sharing with you some of our favorite discussions over the past year. Tune in as Jeannette Bajalia shares some of her best advice. 

Toula's Tips for Caregivers
Can You Afford To Be A Caregiver?

Toula's Tips for Caregivers

Play Episode Listen Later Aug 26, 2016 53:51


How much is being a caregiver worth to you?Caring for your loved one has been invaluable to you. You wouldn’t trade it for the world. You have made a difference in your loved one’s life.But what has it cost you, not only now, but to your long-term financial future?It doesn’t matter what your situation is today. What matters is that you begin to prepare for your financial future, especially a future after your loved one is gone.My guest on this podcast of Toula’s Tips For Caregivers is an expert who specializes in helping women to regain their financial stability. Nowhere are the differences between men and women more clear than in the areas of money and finance.Jeannette Bajalia founded her company, Women’s Worth, to bring a woman’s perspective to retirement and lifestyle protection planning. She counsels her clients on a range of issues, from lifetime income planning to the effects of money matters on the emotional and physical health of women.On this podcast, Jeannette will reveal the most common mistake that women make when planning their future. She will leave us with some important tips to help us be fiscally safe and secure as we grow old.

Toula's Tips for Caregivers
Can You Afford To Be A Caregiver?

Toula's Tips for Caregivers

Play Episode Listen Later Aug 26, 2016 53:51


How much is being a caregiver worth to you?Caring for your loved one has been invaluable to you. You wouldn’t trade it for the world. You have made a difference in your loved one’s life.But what has it cost you, not only now, but to your long-term financial future?It doesn’t matter what your situation is today. What matters is that you begin to prepare for your financial future, especially a future after your loved one is gone.My guest on this podcast of Toula’s Tips For Caregivers is an expert who specializes in helping women to regain their financial stability. Nowhere are the differences between men and women more clear than in the areas of money and finance.Jeannette Bajalia founded her company, Women’s Worth, to bring a woman’s perspective to retirement and lifestyle protection planning. She counsels her clients on a range of issues, from lifetime income planning to the effects of money matters on the emotional and physical health of women.On this podcast, Jeannette will reveal the most common mistake that women make when planning their future. She will leave us with some important tips to help us be fiscally safe and secure as we grow old.