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#38 The Evolution of a Financial Titan

Haleh Moddasser is a managing partner and senior wealth advisor at Stearns Financial Group. Haleh shares the unique financial needs of boomer women, particularly those going through a ‘gray divorce’. She shares her passion for empowering this underserved demographic, addressing the unique concerns these women may have, and the importance of helping them recognize the power of their wealth. 

In this episode, Chris and Haleh discuss: 

  1. Understanding the Financial Needs of Boomer Women
  2. The Impact of Gray Divorce on Boomer Women
  3. The Importance of Financial Planning in Gray Divorce
  4. Building a Community for Boomer Women 


Connect with Haleh:
Website │ Facebook Article  Haleh’s Book

Chris Brodhead helps growth minded Financial Advisors find more clients and grow their assets under management using strategic content creation and content distribution strategies. 

If you are a financial advisor looking to grow your AUM this is the strategy for you!

#30 Empowering Boomer Women with Financial Planning w/ Haleh Moddasser, Partner, Stearns Financial