Episode Number: 67

Ep 67: Helping Women Navigate the Financial Industry with Debra Morrison

Ep 67: Helping Women Navigate the Financial Industry with Debra Morrison

June 1, 2022 - Matt Reiner

About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.

About the Topic

After a visit to the New York Stock Exchange, Debra Morrison, CFP®, MS, AEP, CertLGBTBE, knew that she wanted to take part in the excitement of our industry. At the age of 21, Debra started her career and her agency, and has been an advocate for women to empower them to gain confidence in the financial industry. 

Debra answers the questions about women struggling to find their voice in their finances, being irrational and the emotions women face when entering the financial conversation. As a financial coach at Women Navigating Finances, a certified grief coach, and a transformational keynote speaker, Debra brings gold to this week’s episode of Bridging The Gap. 

As a bonus, here’s a free gift for listeners of the Bridging The Gap podcast: “The Jumpstart Checklist” Women Navigating Finances

DEBRA L. MORRISON, CFP® is an Int’l transformational speaker, retired from 42-yrs. Practicing Fiduciary Financial Planning & Asset Management as a CERTIFIED FINANCIAL PLANNER™ with both her Master’s Degree in Retirement Planning, as well as the Accredited Estate Planner Designation. She now serves women as a Financial Coach in her new company, Women Navigating Finances.

Debra’s special personal attributes & seasoned wisdom have landed her on CNN, ABC, MSG’s Metro Money and CNNfn, as well as being quoted in The Wall Street Journal, USA Today, Nation’s Business, Ladies Home Journal, Business Week, The New York Times & Reader’s Digest (of which her mom is most proud).

After giving pro bono financial planning and asset management service to 8 widows, 1 widow and a 12-yr old orphan after the 9/11 tragedy, Debra obtained her Grief Coach Certification. She dovetailed financial and grief recovery coaching into her Amazon best selling book, My Husband Died Now What? A Widow’s Guide to Grief Recovery & Smart Financial Decisions.

She is expert at unwinding emotions from money, cutting to the salient facts, and explaining winning investment strategies using easy-to-understand everyday analogies. And she does so with generous helpings of humor, motivating audiences to feel empowered about their finances, regardless of their life circumstances. She coaches women to be intentional about living and smelling the flowers, knowing first-hand that life is not a dress rehearsal. She speaks of her 2 most important assets as TIME & HEALTH and encourages investors to use money as a TOOL to enhance their lives.

Debra can be reached at Team@WomenNavigatingFinances.com or 973-706-8924.

Widow Empowerment by Debra L Morrison: Widow Empowerment Group by Debra L. Morrison | Facebook

Women Navigating Finances: Women Navigating Finances | Facebook

Women Empowerment by Debra L. Morrison: https://www.facebook.com/WomenEmpowermentbyDebraLMorrison

LinkedIn: https://www.linkedin.com/in/debralmorrison/

Instagram: https://www.instagram.com/debralmorrison/ Or visit her website for a free gift: www.WomenNavigatingFinances.com/10Mistakes

Subscribe, rate, and review Bridging The Gap here.

Follow Matt on Social

Latest Episodes

Ep 262:Why Your AI Isn’t Delivering ROI

The reason most AI pilots fail isn't the technology — it's the execution. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the theme running through all of them is the same one I keep coming back to: change...

Ep 261: What Happens after the AI Hype?

  The gap between what AI can do and what most firms are actually getting out of it isn't a technology problem — it's a process problem. In this episode of The FutureProof Advisor, I explore why so many firms are stuck in what I call pilot purgatory:...

Ep 260: Q&A: Why Successful Firms Struggle to Innovate

There's a difference between being busy and actually moving forward — and most firms are doing a lot of the former while calling it the latter. In this episode of The FutureProof Advisor, Shannon joins me for another round of listener questions, and the thread running...

Ep 259: AI Isn’t Killing Jobs. It’s Creating a New Economy.

  The narrative around AI and job loss is louder than the data supports — and that gap matters for how we talk to clients. In this episode of The FutureProof Advisor, I dig into what's actually happening in the labor market, why the current moment looks more like...

Ep 258: AI Doesn’t Create Value. Your Process Does.

  The questions advisors are asking right now aren't abstract — they're urgent, practical, and rooted in the daily reality of trying to move forward without losing what makes their firms valuable in the first place. In this episode of The FutureProof Advisor,...

Listen to the Latest Podcast

Matt Reiner, CFA, CFP®

Matt Reiner, CFA, CFP®

HOST