The Great Wealth Transfer with Jill Lloyd

The Exit - Presented By Flippa

Technology

5 • 2K Ratings

🗓️ 29 January 2024

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week on The Exit: Jill Faherty Lloyd is a financial advisor who is truly influential when it comes to financial advisory for women. Jill shares her experience with liquidity events, the importance of being prepared for them, and what you need to know. Having always worked in predominantly male financial services firms, Jill realized that the industry was not adequately addressing the needs of women investors. She pitched most of the major wealth management firms in New York, but they weren’t interested. This wasn’t enough for Jill, so she found a firm that was excited to let her build out their women's wealth platform. To find out where Jill has taken her female focused wealth management work, as well as experiencing her own exit, listen to the latest episode of The Exit. Jill Faherty Lloyd is a full-time Financial Advisor at UBS Financial Services while also being a private angel investor. She is on a mission to inspire women to create agency with their wealth and use their money wisely in a manner that reflects their values. Jill helps women build a strong relationship with their wealth through education, financial planning, socially responsible investing, tax-efficient philanthropic giving, and pre-transaction planning. LinkedIn: https://www.linkedin.com/in/jillfahertylloyd/ Website: https://advisors.ubs.com/shantzmantione/ Email: [email protected] For a Free Flippa Business Valuation: https://flippa.com/exit -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

Transcript

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0:00.0	Hello and welcome to the exit presented by Flip Up the number one platform to buy and sell online businesses
0:05.9	Flipa manages over a billion in deal value annually and combines expert buy and sell side Advisory with its market leading valuation tool,
0:14.2	Deal Room, Off Market Offering, Market Insights,
0:17.3	an AI-based deal-by-deal matching engine.
0:20.7	Now for the exit.
0:21.9	The exit is a 30 minute podcast featuring awesome
0:24.4	entrepreneurs who have been there and they have done it. The exit talks to
0:27.6	operators who have bought and sold businesses of all different sizes. You learn
0:31.5	how they did it, why they did it and get
0:33.8	exposure to the world of exits it's a world occupied by a small few but
0:38.2	accessible to many on this episode of the exit I sit down with Jill
0:42.3	Farady Lloyd.
0:44.4	She is a financial advisor within UBS private wealth management and just a really awesome
0:50.9	influential person to help with women entrepreneurs everywhere.
0:55.8	She's working on a project called Project Eco and it helps provide really powerful resources
1:01.4	to women at different stages in their founding journey.
1:05.3	This is a wide-ranging conversation going through what it means to have a liquidity event and
1:10.6	how to be prepared and just really empowering women to get prepared before you're signing on the dotted line.
1:17.0	This is a really unique conversation because we're kind of talking about the prepared aspects around an exit and what it means to have, you know, this huge level of wealth transfer take place and being able to prepare your dream life and set up yourself to have a dream life
1:37.0	before it happens. And such a valuable piece of information, many, many knowledge nuggets in this conversation with Jill.
1:44.8	So without further ado, sit back and relax here on the exit and listen to my conversation
1:49.0	with Jill Farady Lloyd.
	...

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