Rene Nourse's guest appearances

Rene Nourse

The Human Advisor

Growing Your Financial Business...The Woman's Way

Looking Forward. Giving Back.

Ron Carson

Doug Boneparth

Linda P. Jones

Josh Brown

Shannon McLay

Jen Hemphill

Lauryn Williams

Scott Frank

Christine Shaw

Suzy Batiz

Grace Smith

Bill McNabb

Carl Richards

Shanna Goodman

Kathleen Burns Kingsbury

OwlTail

Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CFP Rene Nourse of Urban Wealth Management as we discuss charitable and estate planning strategies, the unique value that a diverse, women-led firm brings to the world of wealth management....and jazz, lots of jazz in this latest episode of "Looking Forward. Giving Back."!--- Send in a voice message: https://podcasters.spotify.com/pod/show/lookingforwardgivingback/message

Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CFP Rene Nourse of Urban Wealth Management as we discuss charitable and estate planning strategies, the unique value that a diverse, women-led firm brings to the world of wealth management....and jazz, lots of jazz in this latest episode of "Looking Forward. Giving Back."!--- Send in a voice message: <a href="https://podcasters.spotify.com/pod/show/lookingforwardgivingback/message" rel="nofollow" target="_blank">https://podcasters.spotify.com/pod/show/lookingforwardgivingback/message</a>

Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.

Rene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Closing Bell), Rene advocates passionately for women in the financial industry, with both a Women Advisors Mastermind and a Smart Women~Savvy Money Club on Facebook.Rene and I are both dedicated to keeping women in the industry, which is why this episode is all about creating confidence and surrounding yourself with the right people. We discuss: The struggles of a male-dominated workplace Why community is necessary for success The unique strengths of women for advising I loved talking with Rene, and we’re both excited to hear your thoughts on the episode, so make sure to reach out on our socials!Connect with Rene NourseWebsite: https://www.urbanwm.com/ LinkedIn: https://www.linkedin.com/in/renenourse/ UrbanWM LinkedIn: https://www.linkedin.com/company/urban-wealth-management/ SWSM Facebook Group: https://www.facebook.com/groups/SmartWomenSavvyMoney Connect with Robyn CraneWebsite:   https://robyncrane.com/Facebook: https://www.facebook.com/bizgrowth4women/LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCraneInstagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices

Rene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Closing Bell), Rene advocates passionately for women in the financial industry, with both a Women Advisors Mastermind and a Smart Women~Savvy Money Club on Facebook.Rene and I are both dedicated to keeping women in the industry, which is why this episode is all about creating confidence and surrounding yourself with the right people. We discuss:<ul> <li>The struggles of a male-dominated workplace</li> <li>Why community is necessary for success</li> <li>The unique strengths of women for advising</li> </ul> I loved talking with Rene, and we’re both excited to hear your thoughts on the episode, so make sure to reach out on our socials! Connect with Rene NourseWebsite:<a href="https://www.facebook.com/bizgrowth4women/" rel="nofollow" target="_blank"> </a><a href="https://www.urbanwm.com/" rel="nofollow" target="_blank">https://www.urbanwm.com/</a> LinkedIn: <a href="https://www.linkedin.com/in/renenourse/" rel="nofollow" target="_blank">https://www.linkedin.com/in/renenourse/</a> UrbanWM LinkedIn: <a href="https://www.linkedin.com/company/urban-wealth-management/" rel="nofollow" target="_blank">https://www.linkedin.com/company/urban-wealth-management/</a> SWSM Facebook Group: <a href="https://www.facebook.com/groups/SmartWomenSavvyMoney" rel="nofollow" target="_blank">https://www.facebook.com/groups/SmartWomenSavvyMoney</a> Connect with Robyn CraneWebsite: <a href="https://robyncrane.com/" rel="nofollow" target="_blank"> </a><a href="https://robyncrane.com/" rel="nofollow" target="_blank">https://robyncrane.com/</a>Facebook:<a href="https://www.facebook.com/bizgrowth4women/" rel="nofollow" target="_blank"> </a><a href="https://www.facebook.com/bizgrowth4women/" rel="nofollow" target="_blank">https://www.facebook.com/bizgrowth4women/</a>LinkedIn: <a href="https://www.linkedin.com/company/robyn-crane-inc./" rel="nofollow" target="_blank">https://www.linkedin.com/company/robyn-crane-inc./</a> YouTube: <a href="https://www.youtube.com/c/RobynCrane" rel="nofollow" target="_blank">https://www.youtube.com/c/RobynCrane</a>Instagram: <a href="https://www.instagram.com/robyncrane/?hl=en" rel="nofollow" target="_blank">https://www.instagram.com/robyncrane/?hl=en</a> Learn more about your ad choices. Visit <a href="https://megaphone.fm/adchoices" rel="nofollow" target="_blank">megaphone.fm/adchoices</a>

EP 028 The Value of Mentors and Community with Rene Nourse

Watch on YouTubeTimestamps:07:00 – From a psychology graduate to a CFP20:00 – Breaking the stigma behind the firm’s name33:25 – Urban Wealth’s prospect to client journey46:50 – A social media strategy to attract clients 

<a href="https://youtu.be/KI81FgitPaE" rel="nofollow" target="_blank">Watch on YouTube</a>Timestamps:07:00 – From a psychology graduate to a CFP20:00 – Breaking the stigma behind the firm’s name33:25 – Urban Wealth’s prospect to client journey46:50 – A social media strategy to attract clients

Rene Nourse – Market to your prospect's lifestyle, not their wallet