Friday, July 29, 2022
HomeWealth ManagementGetting Actual with Jessica Blood

Getting Actual with Jessica Blood

Inside minutes of talking with Jessica Blood, a founder and managing accomplice at PlanWise
Monetary Group, it’s clear that being relatable and actual are qualities that matter greater than ever to her and her shoppers. Like so many ladies in the course of the pandemic, she’s been perfecting her juggling abilities as she runs a flourishing observe, homeschools her two kids by COVID-19 distance studying, and onboards her husband, who has not too long ago joined because the agency’s chief funding officer. Balancing all of it with digital consumer conferences has revealed an sudden silver lining—even better authenticity that’s breaking down boundaries for her and her shoppers, leading to deeper, extra significant relationships.

In recognition of Girls’s Historical past Month, we’re introducing our Valiant Girls of Commonwealth sequence, celebrating advisors who’re striving to make a distinction—and thriving whereas doing it. On this dialog with Commonwealth’s Christin Clohosey, program supervisor in Apply Administration, Jessica talks about new development alternatives rising in the course of the pandemic and why there’s by no means been a greater time for ladies on this trade. Watch the video to be taught extra about Jessica’s journey.

Subsequent: Valiant Girls of Commonwealth: For Alex Levi, Authenticity Issues



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