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#43 Wealth Management Essentials

Meredith Schneider is the founder of Schneider Wealth Management. Meredith has been in the financial industry for 26 years and discusses her unique path from serving in the army to becoming a prominent financial advisor. She highlights her transition to independent advising, the importance of digital marketing, and offers insights for women in the finance industry. The conversation also touches on Meredith’s dedication to continuous personal and professional growth. 

In this episode, Chris and Meredith discuss: 

  1. Gender Dynamics in the Army vs. Financial World
  2. The Evolution of Work-Life Balance
  3. The Unexpected Reach of Digital Footprints
  4. Content Strategies for Advisors 


Connect with Meredith:
Twitter  │ Instagram

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!