Women Led Growth with Holly Mazzocca: Lead to Succeed 94
More women need to have a seat on the table of wealth management and investments. So says Lead to Succeed guest Holly Mazzocca. Holly shares how women offer unique perspective and special gifts to the field of wealth management and investment planning.
Holly is the President, Wealth Advisor and Principal at Bartlett Wealth Management in Cincinnati, OH. As President, Holly builds upon Bartlett’s rich legacy to develop an innovative future. Recent initiatives include a program of services and events for women, called WEinvest™ (Women Empowered to Invest), as well as the launch of a podcast, ESG integration, and family office services.
Listen in and learn more about women and service in wealth management.
This episode is sponsored by the Impactful Business Leadership Mastermind.
The mastermind brings together hungry entrepreneurs and business owners who want to scale their business, share ideas and solutions, grow, and be held accountable, and build their networks.
Key Talking Points of the Episode:
[02:26] How Holly got into the field which is very much a male-dominated space.
[05:49] What are women’s capacities in terms of wealth management and investments?
[09:30] The advice Holly would give to people to become good listeners.
[16:34] How to develop our wealth strategy?
[23:12] Holly’s process to get to the values that speak to her and her advise for leaders as well.
[28:02] Holly’s driver in terms of getting involved in community and why does she seek it in general.
[33:10] One of Holly’ biggest failure that sat her up to success.
[37:31] The worst pronunciation of Holly’s name.
[38:22] Shower morning or evening?
[38:37] Favorite kind of books to read.
[38:47] A productivity tip that helps Holly get more done.
[40:27] Final thing to wrap things up.
Standout Quotes from the Episode:
“Your clients want to know that you care, before they care what you know.”
“The power of the pause.”
“There is no one perfect path.”
“Never stop growing.”
“Community is what lifts us up.”
“None of us arrived to where we are today without those around us.”
“A failure can be a gift.”
Connect with Holly Mazzocca:
https://bartlett1898.com/
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