Gretchen Betts's guest appearances

Gretchen Betts

Nextgen Planners

The Pro Adviser Podcast

The Innovating Advice Show

PFS Power Podcast

Retirementals

The Nick Elston Show

The Wealth Conversation

Catherine Morgan

Chris Budd

Kate Holmes

Pete Matthew

Sharon Sutton

Rohan Sivajoti

Nick Elston

Adam Owen

Natalie Wright

Cathi Harrison

Derek Notman

Andy Hart

Tina Weeks

Ruth Sturkey

Tamsin Caine

OwlTail

Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge. 

Join us on this captivating episode of Retirementals as we have the privilege of hosting Gretchen Betts, a trailblazer in the financial advisory industry. In this inspiring conversation, Gretchen shares her firsthand account of planning, financing, and flawlessly executing a highly successful internal succession at Magenta Financial Planning. Prepare to be captivated by Gretchen's insights, as she takes us through the strategic decisions, financial considerations, and key lessons learned throughout this remarkable journey. Whether you're an aspiring adviser or simply fascinated by stories of triumph, this episode is bound to leave you inspired and equipped with valuable knowledge.

Ep 55: Gretchen Betts', Internal Succession Success Story for Advisers

About Gretchen Betts: Gretchen is a Chartered and Certified Financial Planner at Magenta – an award winning, specialist Financial Planning company that believes in delivering Planning with Passion every day. Since launch in 2016 the business has become known for its bright and bold brand and for proudly flying the flag for women in the profession. As a Certified Financial Coach, Gretchen is passionate about working closely with clients to understand what they really want from life and to create and implement a Lifetime Financial Plan to help them pursue their passions. Gretchen is active in promoting the need for greater diversity and inclusion in the financial services profession, talking on the subject at various conferences and events. She co-hosts the podcast “Financial Changemakers” which focuses on the need to encourage greater inclusion and diversification in financial services. Outside of work, Gretchen loves all things arts and craft and cats! - use as much as you would like!  Key discussion points from this episode include: · Why Gretchen pursued a career in financial service and running her own Financial Planning firm · The reasons why Gretchen is passionate about supporting women to improve their relationship with money. · Some of the steps that women can implement to improve their financial stability. · How Gretchen supports her clients to fact track their journey to financial stability. · Gretchen’s definition of the Wealth Cornerstones  Contact and work with Gretchen Betts: Website: https://magentafp.com/ Twitter: https://mobile.twitter.com/planning_angel LinkedIn: https://www.linkedin.com/in/gretchen-betts-36562aa/ Download The Women’s Guide: https://mailchi.mp/6013cb7b40df/zpaikecqat  Work with Tsitsi and follow The Wealth Conversation: Book a Power Hour: https://calendly.com/thewealthconversation/power-hour LinkedIn: https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/ Facebook: https://www.facebook.com/thewealthconversation Instagram: https://www.instagram.com/thewealthconversation/ Download The Wealth Cornerstones Guide: https://thewealthconversation.com/free-guide/

About Gretchen Betts: Gretchen is a Chartered and Certified Financial Planner at Magenta – an award winning, specialist Financial Planning company that believes in delivering Planning with Passion every day. Since launch in 2016 the business has become known for its bright and bold brand and for proudly flying the flag for women in the profession. As a Certified Financial Coach, Gretchen is passionate about working closely with clients to understand what they really want from life and to create and implement a Lifetime Financial Plan to help them pursue their passions. Gretchen is active in promoting the need for greater diversity and inclusion in the financial services profession, talking on the subject at various conferences and events. She co-hosts the podcast “Financial Changemakers” which focuses on the need to encourage greater inclusion and diversification in financial services. Outside of work, Gretchen loves all things arts and craft and cats! - use as much as you would like! Key discussion points from this episode include: · Why Gretchen pursued a career in financial service and running her own Financial Planning firm · The reasons why Gretchen is passionate about supporting women to improve their relationship with money. · Some of the steps that women can implement to improve their financial stability. · How Gretchen supports her clients to fact track their journey to financial stability. · Gretchen’s definition of the Wealth Cornerstones Contact and work with Gretchen Betts: Website: <a href="https://magentafp.com/" rel="nofollow" target="_blank">https://magentafp.com/</a> Twitter: <a href="https://mobile.twitter.com/planning_angel" rel="nofollow" target="_blank">https://mobile.twitter.com/planning_angel</a> LinkedIn: <a href="https://www.linkedin.com/in/gretchen-betts-36562aa/" rel="nofollow" target="_blank">https://www.linkedin.com/in/gretchen-betts-36562aa/</a> Download The Women’s Guide: <a href="https://mailchi.mp/6013cb7b40df/zpaikecqat" rel="nofollow" target="_blank">https://mailchi.mp/6013cb7b40df/zpaikecqat</a> Work with Tsitsi and follow The Wealth Conversation: Book a Power Hour: <a href="https://calendly.com/thewealthconversation/power-hour" rel="nofollow" target="_blank">https://calendly.com/thewealthconversation/power-hour</a> LinkedIn: <a href="https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/" rel="nofollow" target="_blank">https://www.linkedin.com/in/tsitsi-mutiti-chartered-fcsi/</a> Facebook: <a href="https://www.facebook.com/thewealthconversation" rel="nofollow" target="_blank">https://www.facebook.com/thewealthconversation</a> Instagram: <a href="https://www.instagram.com/thewealthconversation/" rel="nofollow" target="_blank">https://www.instagram.com/thewealthconversation/</a> Download The Wealth Cornerstones Guide: <a href="https://thewealthconversation.com/free-guide/" rel="nofollow" target="_blank">https://thewealthconversation.com/free-guide/</a>

Financial Stability For Women with Gretchen Betts

PFS Power Podcast - Episode 18 - Gretchen Betts by Personal Finance Society

PFS Power Podcast - Episode 18 - Gretchen Betts

The Forge Ahead Show is a Podcast &amp; Video series created &amp; hosted by Nick Elston (www.nickelston.com) - Inspirational Speaker, Transformational Speaking Coach, creator of unique Mental Health engagement strategies &amp; an ‘in your corner’ Mentor.  The Forge Ahead Show is published as a Video Series via YouTube - as well as a Podcast via Spotify, iTunes &amp; the podcast platform of your choice - bringing you the storytellers, the influencers, the motivators - people that have gone from adversity to excitement - to forge something beautiful, something powerful, something better!  This week, Nick speaks to Gretchen Betts - Financial Planner, Entrepreneur, Podcast Host, Speaker &amp; Financial Wellbeing advocate.  Gretchen openly shares her journey, her passion &amp; views on ‘Financial Wellbeing’, her insights as a woman in business &amp; Speaking, her love of music, cats, arts + crafts - plus her ‘why’ in life &amp; business - including our shared enjoyment of Country Music!  Please do check out &amp; follow/subscribe to Gretchen’s amazing updates!  LinkedIn: https://www.linkedin.com/in/gretchen-...​Website: https://www.magentafp.com​Email: gretchen@magentafp.com Podcast: https://www.financialwell-being.co.uk...​Twitter: https://twitter.com/planning_angel​Podcast: https://open.spotify.com/show/28qZ5Wv...​ In the meantime, please stay tuned for upcoming episodes of The Forge Ahead Show, hit subscribe &amp; get in touch - I have some more amazing guests coming your way very soon!

The Forge Ahead Show is a Podcast &amp; Video series created &amp; hosted by Nick Elston (<a href="http://www.nickelston.com" rel="nofollow" target="_blank">www.nickelston.com</a>) - Inspirational Speaker, Transformational Speaking Coach, creator of unique Mental Health engagement strategies &amp; an ‘in your corner’ Mentor.  The Forge Ahead Show is published as a Video Series via YouTube - as well as a Podcast via Spotify, iTunes &amp; the podcast platform of your choice - bringing you the storytellers, the influencers, the motivators - people that have gone from adversity to excitement - to forge something beautiful, something powerful, something better!  This week, Nick speaks to Gretchen Betts - Financial Planner, Entrepreneur, Podcast Host, Speaker &amp; Financial Wellbeing advocate.  Gretchen openly shares her journey, her passion &amp; views on ‘Financial Wellbeing’, her insights as a woman in business &amp; Speaking, her love of music, cats, arts + crafts - plus her ‘why’ in life &amp; business - including our shared enjoyment of Country Music!  Please do check out &amp; follow/subscribe to Gretchen’s amazing updates!  LinkedIn: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbU12SDl2c2Zmc2lsNHlxR1A4dHNhMmt3S0xZd3xBQ3Jtc0tudVRDTHNXaG9HaEFicGdqdHRkb2R1QV9YaVRuWDhZU2gxbmxBOWh2WUsyeGp5eURmeW1nWElnWmJheTYxWnd6UHc2VzVuLXRMdXlOcy1YTFdHY1YtZ3BXWkxSTVBnZ2tIaEhmLVNaU1kyWTV1LXBIUQ&amp;q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fgretchen-betts-36562aa%2F" rel="nofollow" target="_blank">https://www.linkedin.com/in/gretchen-...</a>​Website: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjJKY0hJNngyMkdyZnhpNlZuTWE4UjY2UWxPd3xBQ3Jtc0tsaWtYOFJaV2J6ajNST1o5cUFHLWRXRVVOY1NTSFhFV2JhN0FxVGRSMGZwNjhwYl9Mb3dfWmxwQmJ2Vk5pT3NpY0JOUXl4S1RaTl80NHZpajRFYUFWQjl3enhjWjBOM3F3ZHhBcGY1N1FyUWtIREV0aw&amp;q=https%3A%2F%2Fwww.magentafp.com" rel="nofollow" target="_blank">https://www.magentafp.com</a>​Email: gretchen@magentafp.com Podcast: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbk1VVDhlc3Bsc0sxbGQ3bklQUU0yaFRQUDUwQXxBQ3Jtc0trTFBMbWFyblR1MFBKSkp0SmtNclhpeWtNSThvT2NHX1F1aWV5NlF1elZyNTV3U29nUUdZUzJMa3E4QkZXZGcyT1I5RktDSDZZLWh2bkxQSTVuZ0dNR2FHd1FHUE9HOFE3cWlpVFpHbXhCb3RBeTQ4UQ&amp;q=https%3A%2F%2Fwww.financialwell-being.co.uk%2Fpodcasts%2F" rel="nofollow" target="_blank">https://www.financialwell-being.co.uk...</a>​Twitter: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbDNNN3YySkVGUVFRZlZuX0ZZMXlILU42ejAwUXxBQ3Jtc0ttbmdGWTRKeWpCdXpzaVFCRTBoX1NSTDIxRnNQcWpZMFM3YjZDV2lMcWdpUnMzS3NnY3VMc0hBUjFsQThhb0o5NWowTFBweUdFUGxXNVpxMGdxaDI4bWMyVV9XenA0b3ZxUF9RSjZCSG1mOGFXVWk2OA&amp;q=https%3A%2F%2Ftwitter.com%2Fplanning_angel" rel="nofollow" target="_blank">https://twitter.com/planning_angel</a>​Podcast: <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqa0RMMlpwN2wzTzNPT0ptaU1YaXcwTl9VUTNUUXxBQ3Jtc0tsclUxazgweUp1WVRJakFMaXdrSjZlNUo4NElWYjJJa2RRcXFjMkFNVmI3MFFuUmtodDh6eG1SOWx4cG8yRzlZbmhxQkZTdldZMFJXaURkcnR5MEQ0ektVQVRlcWdyNzJZRmRnQkQ4a3dfZkFJRVNxSQ&amp;q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F28qZ5WvuvB4tFBTcfsT5C6%3Fsi%3D_RYqYPc5QN6JLBIxdQFimA" rel="nofollow" target="_blank">https://open.spotify.com/show/28qZ5Wv...</a>​ In the meantime, please stay tuned for upcoming episodes of The Forge Ahead Show, hit subscribe &amp; get in touch - I have some more amazing guests coming your way very soon!

The Forge Ahead Show - 2.0 - Episode 7 - Gretchen Betts

Gretchen Betts, Managing Director at Magenta Financial Planning in the UK, which has a team of all women, joins the show. Gretchen shares how and why the name Magenta, and its fantastic name-inspired branding, came to be. We chat about building a team of all women, how to bring more women into the profession and into client-facing roles, how Gretchen acquired the skills and support structure to succeed as a Managing Director and the things Magenta outsources to make sure their time and energy is spent where it’s most effective. We wrap up by chatting about Gretchen’s love of ceramics and crafting and her Persian cat, Basil, who has 21k followers on Twitter. Links, show notes and timestamps at https://innovatingadvice.com/post/episode47. Join the Global Community | Connect with Kate on LinkedIn Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020. Tickets: 500 ZAR, 30 USD, 23 GBP, 42 AUD.

Gretchen Betts, Managing Director at Magenta Financial Planning in the UK, which has a team of all women, joins the show. Gretchen shares how and why the name Magenta, and its fantastic name-inspired branding, came to be. We chat about building a team of all women, how to bring more women into the profession and into client-facing roles, how Gretchen acquired the skills and support structure to succeed as a Managing Director and the things Magenta outsources to make sure their time and energy is spent where it’s most effective. We wrap up by chatting about Gretchen’s love of ceramics and crafting and her Persian cat, Basil, who has 21k followers on Twitter. Links, show notes and timestamps at <a href="https://innovatingadvice.com/post/episode47." rel="nofollow" target="_blank">https://innovatingadvice.com/post/episode47.</a> <a href="https://bit.ly/JoinIA20" rel="noopener nofollow" target="_blank">Join the Global Community</a> | <a href="http://bit.ly/khli2020" rel="noopener nofollow" target="_blank">Connect with Kate on LinkedIn</a> Humans Under Management virtual event happening 8th September: <a href="https://bit.ly/IAHUM2020" rel="nofollow" target="_blank">https://bit.ly/IAHUM2020</a>. Tickets: 500 ZAR, 30 USD, 23 GBP, 42 AUD.

Bringing More Women Into Client-Facing Roles and Building an All-Women Firm with Gretchen Betts [Ep47]

In this week’s podcast Hannah Godfrey sits down with Gretchen Betts at the inaugural Women in Investment Festival ahead of International Women’s Day to talk about human problems in the workplace and what can be done to help put women in positions of power.