How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving

Episode 109: This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth.

Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, Tiffany offers valuable insights on preparing, planning, and protecting both personal and business wealth. She also shares her perspective on technology, growth strategies, and the future of consolidation in the RIA space.

In this episode:

(00:00) - Intro

(01:28) - Tiffany's money moment

(03:49) - How Tifanny succeeds in communicating with business owners

(05:24) - How Mesirow helps business owners

(06:54) - Helping business owners prepare, protect, and plan their wealth