Ep. 4 Career Decisions
On this episode of Becoming CMO, I talk about career decisions. Topics: What prevents workers from advancing. Are you overlooked or appreciated? Makin...
Becoming CMO
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About
Spoiler alert, Becoming CMO is NOT a marketing podcast! At first glance you may assume this due to the title, but Becoming CMO has a variety of meanings. As women, we wear many hats: Chief Money Officer, Chief Mom Officer and Chief Matriarch Officer. Managing your wealth, family life and maintaining a work life balance can be a delicate juggling act. Becoming CMO will be your guide to managing it all. Vanessa N. Martinez is a Partner and Managing Director with The Lerner Group at HighTower Advisors. As a full-time mom and leader in her industry, Vanessa has found her balance; though her journey has not always been an easy one. Her goal is to share her wisdom and experiences on how to achieve your personal and financial dreams. Managing your wealth can seem like a daunting task, but Vanessa will be your guide on your journey to success.
Ep. 4 Career Decisions
On this episode of Becoming CMO, I talk about career decisions. Topics: What prevents workers from advancing. Are you overlooked or appreciated? Makin...
Ep 3. Family Meeting
On this episode of Becoming CMO, I follow up our discussion of pre-family meetings with a chat about what happens during the family meeting itself. To...
Ep 3. Family Meeting
On this episode of Becoming CMO, I follow up our discussion of pre-family meetings with a chat about what happens during the family meeting itself. To...
Ep.2 Pre-Family Meetings
It’s so important to have a pre-family meeting with your spouse to discuss what will be passed on, to whom, and why. Topics: ● Why a pre-family meetin...
Ep.2 Pre-Family Meetings
It’s so important to have a pre-family meeting with your spouse to discuss what will be passed on, to whom, and why. Topics: ● Why a pre-family meetin...
Ep. 1 Welcome to Becoming CMO
On this episode, we are going to discuss family meetings with respects to wealth transfer. Tune in to hear us chat about this age-old topic. Topics: ●...