Wealth with Purpose: Redefining Financial Planning with Jessica Gibbs

Episode 075: In this episode of The Connected Advisor, Kyle Van Pelt talks with Jessica Gibbs, Partner and VP at Monument Wealth Management. Jessica shares her journey from nonprofit fundraising to financial planning, driven by her passion for helping people align their wealth with their purpose. She highlights the importance of personalized communication, Monument’s innovative approach to financial advising, and the firm’s commitment to flexibility and inclusivity. Jessica also shares insights about hosting Monument’s podcast Off the Wall, leveraging technology for efficiency, and preparing the next generation of advisors.

In this episode:

(00:00) - Intro (01:50) - Jessica's Money Moment (02:15) - Transition to financial planning (06:25) - Joining Monument Wealth Management (08:23) - Jessica's critique of the financial industry (11:33) - How Monument uses podcasting (15:20) - What makes Monument stand out (23:04) - Gender equality and the future of financial planning (27:24) - Monument's culture and work-life balance (30:20) - Leveraging technology (33:32) - Milemarker Minute

Key Takeaways