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What if financial services truly understood who you are beyond your risk score or credit report?
In this episode we talk with Colleen Wilson, Chief Product Officer at Best Egg, about how wealth management can move beyond risk scores and spreadsheets to build real, human relationships. We explore what it means to take radical responsibility for your financial life—and how advisors can act as partners, not gatekeepers.
🎧 Key Takeaways:
🔹 Why your financial identity should be yours to shape
🔹 How outdated tools keep financial services impersonal
🔹 What it means to serve—not stereotype—women in wealth
🔹 The power of collaboration between clients and advisors
From breaking tech silos to rethinking how we serve women in finance, this conversation unpacks how the system can finally meet people where they are.
Money is personal. Let’s treat it that way.
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