#75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick, Financial Planner & President, Prosperity Wealth Strategies

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Nicole Gopoian Wirick, JD, CFP® (https://www.prosperityws.com/) founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal touch.

In this episode, Brian and Nicole discuss:

1. Bridging the Divide Between Female Donors and Investment Management

2. Building a Boutique Advisory Firm

3. Creating Client-Centric Financial Advisory Firms

4. Fostering Collaborative Client Relationships

LinkedIn: https://www.linkedin.com/in/nicole-gopoian-wirick/

Website: https://www.prosperityws.com/           

Instagram: https://www.instagram.com/prosperity.wealth.strategies/?hl=de

Facebook: https://www.facebook.com/nicole.wirick.79/

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