Apr 7, 2025
This week, Ivy Slater, host of Her Success
Story, chats with her guest, Stacy Francis. The two
discuss Stacy's journey from launching a nonprofit at a young age
to establishing a successful wealth management firm, the
complexities of succession planning, and harnessing technology like
AI to boost efficiency and client service.
In this episode, we discuss:
-
How Stacy embarked on her journey
-
What sparked her mission and why it was so important to her
-
Why succession planning is crucial
-
What role technology plays in buisness
-
How Stacy balanced her personal and professional life
Stacy Francis, CFP®, CDFA®, CES™
Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide.
Social Media Handles:
Instagram: @francisfinancialinc;
Twitter: @FrancisFinance;
Francis Financial’s Facebook: https://www.facebook.com/FrancisFinancialInc/
Francis Financial’s LinkedIn: https://www.linkedin.com/company/francisfinancialinc
Stacy’s Facebook: https://www.facebook.com/StacyFrancisFinancial/
Stacy’s LinkedIn: https://www.linkedin.com/in/stacyfrancis/
Mailing Address:
Francis Financial, Inc.
39 Broadway, Suite 1730
New York, NY 10006