Press

July 10th, 2024

Francis Financial’s Stacy Francis details her journey toward becoming a financial advisor and her firm’s growth strategy.

Join us on this installment of “Focused on the Future” as Suzanne Siracuse sits down with Stacy Francis, the founder and CEO of Francis Financial and the nonprofit Savvy Ladies. Stacy shares the heartbreaking story of her grandmother’s life and how it impacted her becoming a financial advisor working with women in transition, such as divorce or widowhood. Stacy also discusses her firm’s growth strategy focused solely on organic growth and why every advisor should start a succession plan earlier than they think.

Key discussion points include:

• The story of Stacy’s grandmother and its impact on her career
• Opportunities for advisors to get involved with Savvy Ladies through pro bono work
• Discovering her “superpower” through adversity
• The benefits of early succession planning
• The power of a niche practice focused on divorced women
• Her role as an expert witness in divorce cases
• Her firm’s thoughtful approach to nurturing COI’s

Listen to the full podcast here.