The Connected Advisor 
The Rising Tide 
Wealth with Purpose: Redefining Financial Planning
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Episode 075: On this week’s episode of The Connected Advisor, I speak with Jessica Gibbs, Partner and VP at Monument Wealth Management.
In this episode, Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument’s podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors.
Key Takeaways
Align Your Wealth with Your Values: Wealth isn’t just about accumulating assets; it’s about aligning your financial resources with your life’s purpose. Whether it’s charitable giving, personal goals, or legacy planning, identifying and prioritizing what truly matters ensures your wealth creates meaningful impact.
Embrace Collaboration for Better Client Outcomes: A team-based approach brings diverse perspectives to the table, resulting in more comprehensive solutions for clients. Monument Wealth Management’s ensemble model showcases the power of collaboration in financial planning.
Innovate and Leverage Technology to Add Value: From estate planning tools to tax modeling software, utilizing innovative technology can streamline processes and enhance the client experience, allowing advisors to focus more on meaningful interactions.
Quotes
“Being a financial planner is about the money, the modeling, taxes, IRS code. But it is equally a relationship business. It is equally a communication business.” ~ Jessica Gibbs
”This is a subject matter that I’ve always loved learning about. I was that kid who read Money magazine in high school. I opened my first Vanguard account when I got my first job and invested in a mutual fund. I talked to my friends about like, hey, do you have an investment account?” ~ Jessica Gibbs
“Wealth is going to be changing hands to women and younger generations… Having women representation within the industry is so important to making sure that you are speaking effectively to female clients.” ~ Jessica Gibbs
Links
Georgetown School of Continuing Studies
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Kyle Van Pelt
