Unapologetically Jen: Building a Client-First Practice on Her Own Terms

06/10/2025 29 min
Unapologetically Jen: Building a Client-First Practice on Her Own Terms

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Episode Synopsis

Welcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services.In this episode of the RIA Collective, Jen sits down with host Charlie Van Derven to share how she built a client-first practice her way - and why that meant leaving behind big-name firms, scripts that didn’t sound like her, and a system that prioritized products over people.💥 Topics Covered:Why Jen left a major national firm to launch her own brandThe power of building a business around your valuesHow she made the transition seamless for clientsWhy “Unapologetically Jen” isn’t just a brand - it’s a missionThe book and podcast she’s launching to pull back the curtain on financial servicesIf you're an advisor who's felt out of place in a system that doesn't align with your values - this episode will hit home.📣 Resources Mentioned:Jen’s Website: https://www.unapologetically-jen.comConnect with Jen on LinkedIn: https://www.linkedin.com/in/jen-staben-weinberg-crpc%C2%AE-6947b710b/Connect with Charlie on LinkedIn: https://www.linkedin.com/in/charlievanderven/👉 Don’t forget to subscribe, like, and share this episode with an advisor who needs to hear it.#RIACollective #FinancialAdvisor #IndependentAdvisor #WomenInFinance #AdvisorBranding #AuthenticAdvising #Core4 #UnapologeticallyJen #SocialAdvisors