Getting Actual with Jessica Blood
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Inside minutes of talking with Jessica Blood, a founder and managing companion at PlanWise
Monetary Group, it’s clear that being relatable and actual are qualities that matter greater than ever to her and her purchasers. Like so many ladies in the course of the pandemic, she’s been perfecting her juggling abilities as she runs a flourishing apply, homeschools her two kids by way of COVID-19 distance studying, and onboards her husband, who has lately joined because the agency’s chief funding officer. Balancing all of it with digital shopper conferences has revealed an surprising silver lining—even higher authenticity that’s breaking down boundaries for her and her purchasers, leading to deeper, extra significant relationships.
In recognition of Ladies’s Historical past Month, we’re introducing our Valiant Ladies of Commonwealth collection, celebrating advisors who’re striving to make a distinction—and thriving whereas doing it. On this dialog with Commonwealth’s Christin Clohosey, program supervisor in Observe Administration, Jessica talks about new progress alternatives rising in the course of the pandemic and why there’s by no means been a greater time for girls on this trade. Watch the video to study extra about Jessica’s journey.
Subsequent: Valiant Ladies of Commonwealth: For Alex Levi, Authenticity Issues
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