Lessons in Leadership With Sarah Mouser
While some financial advisors enter the industry in a roundabout way, Sarah Mouser’s experience was different. After studying in the CFP program at Virginia Tech University, she headed straight into the wealth management world with Ameriprise.
More than two decades on, Mouser is now the managing director of financial planning at Verdence Capital Advisors, where she works closely with the entire Verdence team to develop custom, individualized planning strategies for clients. She also helps the firm’s financial planning team stay ahead of the curve and deliver integrated and holistic advisory solutions.
On this episode of the Ask the Retirement Expert podcast, Mouser speaks with ThinkAdvisor Senior Reporter John Manganaro about her journey as a financial planning professional — evolving from a novice producing advisor to an experienced mentor and leader in the industry.
During the episode, Mouser and Manganaro also discuss:
– The evolving expectations of wealth management clients.
– “Giving back” through mentorship and new-advisor training.
– Planning for hard-to-estimate retirement expenses and more.
To listen to additional podcasts within the Ask the Retirement Expert series, click here.