Transparency With Diana B. Special Guest: Laila Pence, president of Pence Wealth Management
Advisor Laila Pence went from living in a mansion in Egypt to selling hot dogs on the Staten Island Ferry. Listen to her story of overcoming adversity to managing a $1.5 billion advisory firm. Share in her life journey through this exclusive Wealthmanagement.com podcast and see how she overcame adversity, and how her struggles shaped who she is today. |
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Transparency With Diana B. Special Guest: Connor Delaney, Founder of Good Life Companies
After graduating from high school, advisor Conor Delaney was dealing with the death of his dad, suicide of his aunt and poor health of his mom, all while living out of his car. But he used his problems to build a business that would positively impact both advisors and clients. Tune in to hear how Conor found the strength to change the pattern and choose to create a positive outcome.
Transparency With Diana B. Special Guest: Darrell Kay, Principal, Kay Investments
Darrell has worked in the investment field since 1986 and never imagined that he would fall victim to a cybersecurity breach. But in 2018, he was dealing with the fallout from a cyber incident that lost a client $100,000. Hear Darrell’s cautionary tale and learn how to deal with a cyber incident psychologically and emotionally and come out the other side of it. |
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