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Melissa Reaktenwalt Uncovers Money Stories and Creates a Hyper Growth Practice
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Melissa Reakenwalt has created a financial planning practice that represents a future for the industry and especially for the chronically underserved women clients. Her practice is in a hyper-growth mode AND she’s building that through emotion-based conversations about money and wealth. As she often says, “Women can do money. We can make it. We can save it, and we can invest it.”
In this episode, Melissa shares how she has the deeper conversations with her clients, helps them overcome their money stories and traumas, and systematically ensures her personal energy so that she can better serve her clients. Melissa is helping her clients kick the door open to financial security and wealth building.
Learn more about Melissa’s Practice EViE Financial. EViE’s values are in their name: Education, Vitality, Independence and Empowerment.
You'll be entertained by:
- Shelby Nicholl: She's a 25-year corporate vet who rose to SVP at LPL Finanical and Director at Edward Jones. She hosts the Kick It Open podcast. She founded Muriel Network in 2023 and launched the Muriel Network community app in Feb. 2024. If you're not part of the community yet, DM her on LinkedIn.
- Stephanie McCarthy: Stephanie is a former broadcast journalist who became a marketing researcher and spent the last decade listening to investors and advisors about what they wanted in their financial services firms. She loves to talk about the future of the industry.
- Melissa Reaktenwalt is Founder and leader Advisor at EViE Financial. With nearly two decades of experience, Melissa founded EViE in fall 2018 with a goal of providing accessible financial services to all. Her personal money mantra is simple: earn all you can; save and invest all you can; give all you can.
About this podcast:
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you.
Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
Recorded and produced by Muriel Network.
Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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