22 minutes | Dec 3, 2020

Women, wealth and success, with Elisabeth Cullington and Janet Acheatel

Many financial professionals these days are trying to reach women. Elisabeth Cullington and Janet Acheatel may have built the success model with Women and Wealth, a specialty practice that has helped grow HoyleCohen Wealth Management, their San Diego-based registered investment advisor firm, to more than $2 billion* in assets under management. Host Leslie Geller leads the conversation as Acheatel and Cullington describe their “for women, by women” approach to helping clients tackle life transitions, such as selling a business, going through a divorce, retiring or being recently widowed. They share their “clone the client” process for acquiring new business, along with steps you can take to acquire and work more effectively with women clients. To learn more, visit PracticeLab.
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