• Abbe Large: Understanding Clients' Emotional Money Mindsets for Financial Success

  • Aug 5 2024
  • Length: 31 mins
  • Podcast

Abbe Large: Understanding Clients' Emotional Money Mindsets for Financial Success

Listen for free

View show details

  • Summary

  • Abbe F. Large, CLTC, Senior Vice President at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs. Listen to this informative Legacy Leaders episode with Abbe Large about understanding clients’ mindsets. Here is what to expect on this week’s show: ● Abbe's approach to financial advising centers around fixing problems and embracing the humanity of each situation rather than solely pursuing financial gains. By prioritizing helping individuals and families navigate financial challenges, she underscores the intrinsic rewards of making a meaningful difference in people's lives. ● Abbe encourages financial planners to draw from their personal experiences and stories to connect with clients on a deeper level. By sharing genuine narratives and emotions, advisors can establish authenticity and build stronger relationships based on empathy and understanding. ● Abbe's reflection on maintaining a balanced life by setting boundaries and seeking help resonates with many professionals juggling multiple responsibilities. By acknowledging the need for assistance and creating a supportive network, individuals can strive for a harmonious integration of work and personal life. Connect with Abbe: Website: https://www.lenoxadvisors.com LinkedIn: https://www.linkedin.com/in/abbelarge/ With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
    Show more Show less
Management Economics
Show more Show less

What listeners say about Abbe Large: Understanding Clients' Emotional Money Mindsets for Financial Success

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available