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How to Get More Women Investors

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Manage episode 380167626 series 3494562
Content provided by Barnum Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barnum Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: How To Get More Women Investors

Guest: Sandra Scanni, Financial Advisor with Barnum Financial Group

Bio: Compassion, empathy, and dedication to improving the lives of others are among the core attributes behind Sandra Scanni and the foundation of her financial services practice.

Built on relationships and experience dating back to 1990 when Sandra joined the financial services industry, Sandra’s focus is centered on one overarching goal: empowering her clients with positive financial behavior to provide peace of mind. With acute attention to detail and industry nuances, Sandra is a relentless advocate for clients in addressing a full range of financial objectives. Sandra’s passion and intellectual depth enable her to connect with clients on an individual level in order to create solutions for their specific needs.

As a knowledgeable specialist in estate and business planning, Sandra guides clients through a comprehensive process that encompasses a clear, simplistic, and tax-efficient course of action. Anchored in her community and hometown Saint James, New York, Sandra’s vision is for families and business owners to have sustainable, multigenerational wealth while developing a strategy for retirement and creating meaningful legacies.

Prior to joining Barnum, Sandra built her practice with New York Life, where she became a Million Dollar Roundtable member (2014). She earned a Bachelor’s Degree in Business from C.W. Post and holds her Series 6 and 63 Securities licenses, along with her Life and Health license.

Sandra lives in Saint James, New York with her husband Carlo and their four children, Antonio, Giuliana, and twins Marco and Giordana. An avid fitness enthusiast, Sandra founded her own gym, Energy Gym (2005), and grew her following to nearly 400 loyal members. Sandra continues to embrace an active lifestyle by attending and teaching spinning classes. When she’s not on the spin bike, Sandra enjoys spending time with her family and friends and being involved with her community.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202606-4634605

  continue reading

33 episodes

Artwork
iconShare
 
Manage episode 380167626 series 3494562
Content provided by Barnum Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barnum Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Episode Topic: How To Get More Women Investors

Guest: Sandra Scanni, Financial Advisor with Barnum Financial Group

Bio: Compassion, empathy, and dedication to improving the lives of others are among the core attributes behind Sandra Scanni and the foundation of her financial services practice.

Built on relationships and experience dating back to 1990 when Sandra joined the financial services industry, Sandra’s focus is centered on one overarching goal: empowering her clients with positive financial behavior to provide peace of mind. With acute attention to detail and industry nuances, Sandra is a relentless advocate for clients in addressing a full range of financial objectives. Sandra’s passion and intellectual depth enable her to connect with clients on an individual level in order to create solutions for their specific needs.

As a knowledgeable specialist in estate and business planning, Sandra guides clients through a comprehensive process that encompasses a clear, simplistic, and tax-efficient course of action. Anchored in her community and hometown Saint James, New York, Sandra’s vision is for families and business owners to have sustainable, multigenerational wealth while developing a strategy for retirement and creating meaningful legacies.

Prior to joining Barnum, Sandra built her practice with New York Life, where she became a Million Dollar Roundtable member (2014). She earned a Bachelor’s Degree in Business from C.W. Post and holds her Series 6 and 63 Securities licenses, along with her Life and Health license.

Sandra lives in Saint James, New York with her husband Carlo and their four children, Antonio, Giuliana, and twins Marco and Giordana. An avid fitness enthusiast, Sandra founded her own gym, Energy Gym (2005), and grew her following to nearly 400 loyal members. Sandra continues to embrace an active lifestyle by attending and teaching spinning classes. When she’s not on the spin bike, Sandra enjoys spending time with her family and friends and being involved with her community.

Make sure to subscribe wherever you listen to your podcasts.

Follow us on our Instagram: @barnumfinancialgroup

CRN202606-4634605

  continue reading

33 episodes

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