How’s your future financial planning situation looking right now? Do you have a financial planner and advisor that you trust? How do you pick and choose the right one for you?

In this episode, I am excited to interview Abbe Large. In this episode, we talk all about why a financial advisor is crucial to work with and how to find the right ones.

Meet Abbe Large

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.
Abbe is a passionate advocate for families and individuals dealing with difficult financial realities. She navigated these same financial complexities when caring for her father through his battle with pancreatic cancer.

Abbe faced the same challenges she regularly helps others overcome, and gained a unique appreciation for the importance of being supported through these challenging times with grace and dignity. She believes that when money is removed from the equation, people can focus on what truly matters: love and family. Abbe’s insightful empathy has made her a valuable resource to her clients in their times of need. Before Lenox, she spent 11 years at Cowan Financial Group and studied journalism at Ohio University’s Scripps School of Journalism. Abbe has earned a certified long-term care designation, reflective of the long-term care insurance insights she provides. She was named on Forbes’s Top Financial Security Professionals in both 2023 and 2022.

Connect with Abbe on here. Follow her on LinkedIn.

Summary

• Everyone needs a little help – even you
• How to hire the right financial advisor
• Questions to ask a potential financial advisor

Everyone needs a little help – even you

High-achieving women who are mothers, wives, business owners, and busy people have a lot on their plate and a lot going on in general.

They sometimes feel like they don’t need to stop, or that they can’t ask for help, since they’re sometimes one of the most capable people around. However, this is not sustainable – and it’s not always a wise choice to isolate yourself in that way.

Everyone needs a little help at some point, and that’s not a fault, but an important and powerful aspect of human society.

It’s smart to say, “I don’t know”. It’s not smart to say, “I don’t know, and then to not do something about it. So, the first step is to just recognize that you need help with something because you don’t know how to do it. (Abbe Large)

Find a professional that you can work with on whatever it is that you need help with – preferably someone that cares, and has experience in your area of need.

How to hire the right financial advisor

Women have a sixth sense of intuition and are unique in the way of assessing the right type of person for what you need.

I find that my women clients and my business women clients, the main thing that they look for is someone they can trust. Someone that has their best interest in mind, someone that gives more than they get, someone that is a deep listener, and doesn’t make you feel badly for your self-doubt. If you don’t feel that connection, find someone else that you do feel that connection with because you have to feel connected. (Abbe Large)

There has to be a foundation of trust between a financial advisor and a client since the work that they will do together would be deeply personal and very closely tied to the client’s life, goals, and current situation.

Many financial advisors work with clients to transfer wealth from the clients to their children, so the advisors become professionally involved in the family. So, you can imagine how specific you need to be in hiring someone, so use your intuition as well.

Abbe recommends:

• Trusting your intuition when you meet the advisor
• Asking your other professional advisors like attorneys, etc., for referrals for good financial advisors
• Avoiding advisors who try to sell you on something before really taking the time to understand your needs

If somebody ever shows you a product before they understand your problem, walk away. (Abbe Large)

Questions to ask a potential financial advisor

1 – What’s your “why” for being in this business?

2 – Who’s your ideal client? Who do you like to work with?

3 – What do you need to know about me and my future?

Useful Links:

• Join our FaceBook Page – Empowered and Unapologetic
• Take the Marriage Predictor quiz!
• Follow me on Instagram
• RECONNECT WITH YOUR PARTNER WORKSHOP – SIGN UP NOW
• Check out the new website! https://veronicacisneros.org/
• Outside The Norm Counseling – 951 395 3288 Call to schedule an appointment today!
• Abbe’s LinkedIn: https://www.linkedin.com/in/abbelarge/
• About Abbe: https://www.lenoxadvisors.com/About/Our-Team/Individual-Details/advisor/Abbe-F-Large

Meet Veronica Cisneros

Hello, my name is Veronica Cisneros, I am a Licensed Marriage and Family Therapist, Marriage Coach, Course Creator, Retreat Host, Mother of 3, married for 23 years, host of the Empowered and Unapologetic podcast, and owner of a group private practice called Outside The Norm Counseling.

A lot of couples struggle with setting aside intentional time to connect and communicate. They yearn for meaningful conversations that don’t lead to arguments.

1 month away from divorce, I realized I had to do something different. For years I had compromised myself to meet the needs of my husband and my child, I lost myself and was about to lose my marriage. After years of personal growth and self-reflection, I not only reclaimed my identity, and celebrated 23 years of marriage but also helped hundreds of couples transform their marriage from feeling like roommates to experiencing a deeper love.

I am on a mission to help couples reignite the fire by providing them with the skills to have the relationship they deserve.

Whether you listen to the podcast, join the free Facebook community, or do the Workshop,  you’re in the right place. Let’s do this together!

Thanks for listening!

Did you enjoy this podcast? Feel free to share this podcast on social media! You can also leave a review of the Empowered and Unapologetic Podcast on Apple Podcast {previously iTunes) and subscribe!