Tag Archives: Clients

Back to the Books: Understanding Your Finances with Holly Mazzocca, CFP® (Ep. 15)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , , ,

Conversations around money are getting better. However, they are still taboo for many men and women of all ages.

Learn the strategies you need to discuss important topics surrounding finances, including money management, in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, President of Wealth Advisor and Principal at Bartlett Wealth Management.

Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to. 

Holly talks about: 

  • The importance of introducing financial literacy into dinnertime conversations 
  • Ways to prepare and educate the younger generation when it comes to money and finances
  • The emotional side of money  
  • What steps to take when you simply don’t know where to start, whether it comes to investing, saving, or spending
  • And more!

Resources:

Connect with Holly Mazzocca:

Connect with Melissa Carter: 

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About our Guest: 

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca, serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client.  Holly also serves as a wealth advisor.  Her areas of focus include multi-generational families and women in transition.  

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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New Year, New Mindset For Business Owners and Entrepreneurs with Brenda O’Connor Juanas (Ep. 13)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , , ,

Business leaders, with a full new year ahead of us, it’s time to implement some new strategies that can aid in the success of your business. 

With the ever-changing business world, it is more important than ever to adapt to current market conditions and brand standards that might be holding you back from great exposure. 

In this episode, Melissa Carter is joined by Brenda O’Connor Juanas, Vice President of UBS, to explain some key processes to follow when dealing with a business in the current limbo of the economy. With the number of declines and uncertainty, there are a couple of actions you can take into your own hands to make sure your business is thriving, even if the worst is yet to come. 

Brenda discusses: 

  • Ways she helps business owners and entrepreneurs take their businesses to the next level
  • Why is it so important for financial professionals and their clients to stay positive, resilient, and flexible even in times of uncertainty  
  • Her thoughts on the current market and economic scenario and its impact on business owners and entrepreneurs
  • Her take on her financial industry as a rewarding and meaningful career 
  • And more!

Connect with Brenda O’Connor Juanas:

Connect with Melissa Carter: 

Connect with Financial Advisor Magazine:

About Our Guest: 

Brenda O’Connor Juanas is an experienced relationship manager focused on the wealth management needs of entrepreneurs, top-level executives, and ultra-high-net-worth families. Brenda works with clients to address needs ranging from investment strategy and portfolio construction to lending, wealth planning, and philanthropy. With her partner, she was responsible for establishing and building out Credit Suisse’s private banking business in Canada in 2012. 

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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