In this episode, our host dives into a thought-provoking conversation with the exceptional financial expert, Pamela Sams, who hails from the beautiful state of Virginia. Pamela is not your average financial advisor; she has made it her mission to empower women to achieve financial success by focusing on their core values. Join us as we explore Pamela's journey, her commitment to empowering women, and her unique approach to financial planning.
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4:00 – Welcome Pamela
5:15 - How did you get into financial services
6:45 - Why do you choose to focus on women
7:30 - Why Behavior Financial Advisor designation?
9:00- What are your values?
9:45 What are the top obstacles that you find that you have to overcome with your clients values and how do you implement that into the financial planning process?
11:45 – what do you do when you have clients that have conflicting values?
15:00 - MDRT – Million Dollar Round Table
17:30 – what is your first memory of money?
22:00 - Children in the practice as well
23:00 – Association of African American Advisors
24:15 – What’s next for you and your career?
jacksonsams.com
https://www.instagram.com/jacksonsamswealth/
https://www.linkedin.com/in/pamelasams