After promoting her agency to EP Wealth in 2016, Lynn Ballou grew to become a fixture amongst EP’s management staff that labored to take the RIA to new heights. She’s additionally served as a mentor for youthful advisors and a fierce advocate for larger variety within the wealth administration business.
Lynn needed to put all of that on maintain when she was recognized with Stage 4 Melanoma, essentially the most severe sort of pores and skin most cancers. However when she first realized of the prognosis, she went into denial. The toughest half was accepting the very fact she wanted to take a step again and deal with her physique. In June 2022, Lynn retired from her position at EP Wealth Advisors.
On this episode, Diana Britton is joined by Lynn Ballou, CFP Emeritus and retired senior vp of EP Wealth Advisors, who shares her story.
Lynn (left) with former enterprise associate and good friend Marilyn Plum (proper) on the San Francisco Botanical Gardens.
Lynn discusses:
- What she was feeling the evening the medical doctors advised her she wasn’t going to make it
- Why she went into denial when she was advised concerning the most cancers
- How she felt when she needed to let go of her profession
- How the sickness impacted her retirement plan
- The significance of slowing down and taking good care of your physique
- The present battle she has to fill her days
- Her recommendation for younger professionals within the wealth administration business
Assets:
Join With Lynn Ballou:
Join With Wealth Administration & NREI:
About Our Visitor:
Lynn Ballou, retired as Senior Vice President/Associate of EP Wealth Advisors in June 2022. She additionally retired in 2022 because the CFP Board of Requirements Ambassador for the San Francisco Bay Space, a job by which she educated the general public concerning the significance of monetary planning. Previous to becoming a member of EP Wealth Advisors, Lynn based Ballou Plum Wealth Advisors in 1998 with long-time good friend and colleague, Marilyn Plum. Beneath her steerage, the agency grew to become a trusted monetary advisory workplace within the East Bay, one which positioned emphasis on an unparalleled degree of service for each technology of its consumer base. Notably keen about educating girls, Lynn spent her profession serving to girls unravel the monetary complexities that accompany retirement, inherited wealth, lack of partner, divorce and different transitional moments in life.
When you’ve got a battle and want to share your experiences and assist others in related conditions, please attain out to Diana at [email protected].
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