Managing Financial Worlds with Meghan Dwyer

The Top Advisor Podcast

Join Dina Nam and Meghan Dwyer as they talk about how she helps clients manage their financial worlds. Meghan is a Financial Advisor at Modera Wealth Management, in Boston. She usually works with successful women business owners who have businesses with revenue in excess of $2 million. She gets into the challenges and wins of her profession so stay tuned!

In this episode, you’ll learn:

● One challenging aspect of the financial planning business is managing human emotions.

● Trust is integral in order to make it work for your client.

● Figuring out what drives your soul and going from there is essential to being a successful financial advisor.

● If you're not passionate about what you're doing, you're not going to reach your highest potential.

● You know that you've made a significant impact on somebody when you’ve made it in the list of emergency numbers posted on their fridge!

● It's not so much how you celebrate a win, but that you celebrate, and you celebrate often.

About Meghan Dwyer:

Meghan works with clients to formulate financial planning and investment strategies and monitor progress towards their goals. Meghan enjoys working with women and women in transition, to educate and empower them to be the best versions of themselves.

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You can find Megan Dwyer on:

LinkedIn - linkedin.com/in/meghandwyercfp

Website - https://www.moderawealth.com/meghan-dwyer/