Inside the Flows - Episode 17

In this episode of Inside the Flows, Iyassu sits down with Phil Weiss, founder of Apprise Wealth Management, for a thoughtful conversation about one of the sensitive topics in wealth management today: helping women navigate major life transitions. From divorce and widowhood to becoming an empty nester, Phil shares why these moments require more than traditional financial advice and how life planning can help women move forward with clarity, confidence, and purpose.The conversation explores why listening is one of the most valuable skills an advisor can develop, how meaningful financial planning begins by understanding what truly matters to clients, and why building the biggest portfolio isn't always the same as building the best life. Along the way, they discuss the Great Wealth Transfer and why advisors who understand the unique needs of women in transition will be better positioned to build lasting relationships for generations to come.00:00 Phil Weiss's Background and Career Journey03:52 Life Planning and Its Importance08:36 The Role of Trust in Financial Planning11:56 The Value of Hiring a Financial Advisor12:18 Market Recap and Current Events20:34 The Great Wealth Transfer and Its Implications22:32 Approach to Women Facing Life Transitions30:37 Looking Forward: Family and Future PlansLinks:Apprise Wealth Management - https://apprisewealth.com/Evan More Than Money (Book) - https://a.co/d/0eIB0kBGPhil's LinkedIn - https://www.linkedin.com/in/philip-weissNEW EPISODES EVERY FRIDAYStep inside the corner office. Inside The Flows offers an unfiltered look at the conversations shaping the Registered Investment Advisor landscape. We pull back the curtain to show you how Advisors, Wealth Managers, Asset Managers and the Service Providers powering them are interpreting market dynamics right now. Get a front-row seat to the people, debates and insights driving the financial markets.ABOUT INFLOWSInflows is the verified professional network built exclusively for RIAs and affiliates. We created this platform to solve a critical gap in our industry: the lack of a private, vetted environment where investment professionals can discuss the business of advice without the added noise of social media.JOIN OUR COMMUNITY🏠 https://inflows.com🔗 https://linkedin.com/company/inflowsappLISTEN TO OUR SHOWSpotify: https://open.spotify.com/show/4oOVHq3Sozz0jgU57RiAzyApple Podcast: https://podcasts.apple.com/us/podcast/inside-the-flows/id1874074229