DiscoverConversations with CGL: Professional Insights and Personal Journeys020: Changing the Narrative Around Wealth Management with Marielle Schurig
020: Changing the Narrative Around Wealth Management with Marielle Schurig

020: Changing the Narrative Around Wealth Management with Marielle Schurig

Update: 2021-04-29
Share

Description

Many of us look at money and see only money. It’s simply a number of bills in our hands or a virtual number on a screen.

However, we have the ability to give our money meaning. If we were to view our money through the lens of what it can do for us, everything would change. We would start to understand how it can give us the life of our dreams, provide us with the legacy we desire, and help us reach our greatest goals.

Today I am talking with Marielle Schurig about this new way of viewing money. Marielle is a wealth advisor at UBS Financial Services in New York City. In her role, she works with many entrepreneurs who are going through a transition by helping them adopt a new perspective on money. She helps them develop an empowering relationship with money and to start to see all it can do for them and the people they care about.

Tune in to this episode to hear more of Marielle’s amazing insights into changing the narrative around wealth management.

In this episode, you will hear:

  • Why we should view money differently.
  • How money can fit into the grander purposes of our lives.
  • What it’s been like for Marielle to work in the financial industry with few other women.
  • Why she is so passionate about working with women.
  • The “money story” many women tell themselves.
  • How to change your “money story.”
  • Why you should start managing your wealth now while you’re making less.
  • Why many women are better investors than men.
  • How making more money can allow you to help more people.

Subscribe and Review

Have you subscribed to our podcast? We’d love for you to subscribe if you haven’t yet. Each week, we share authentic discussions with business leaders where they flesh out substantive issues while also getting deeper into their stories. We’ll dive into conversations on the fusion of business and humanity, success and authenticity, and the challenges of balancing life and work, in addition to regularly sharing legal updates and substantive content.

We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. 

If you really enjoyed this episode, we’ve created a PDF that has all of the key information for you from the episode. Just go to our podcast page at https://cgl-llp.com/podcast/ to download it. 

Supporting Resources:

https://cgl-llp.com/

Marielle on LinkedIn

UBS Financial Services

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at https://emeraldcitypro.com

Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

020: Changing the Narrative Around Wealth Management with Marielle Schurig

020: Changing the Narrative Around Wealth Management with Marielle Schurig

Hannah Genton