Ilana

You're amazing. I just love having you. I can probably chat with you about travels and Nepal and other things for hours. But thank you for coming and for sharing your incredible career journey. I mean, I know we're going to see each other with Verix and beyond, but I'm just like rooting for you.

You're amazing. I just love having you. I can probably chat with you about travels and Nepal and other things for hours. But thank you for coming and for sharing your incredible career journey. I mean, I know we're going to see each other with Verix and beyond, but I'm just like rooting for you.

You're a best.

You're a best.

That's totally true. Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor.

That's totally true. Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor.

Is there one really common mistake that you see repeatedly with people that are coming to you that needs the financial advice?

Is there one really common mistake that you see repeatedly with people that are coming to you that needs the financial advice?

Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor, which is so, so, so important. This incredible idea really came to you from your own need at your 30th, right, or somewhere around mid-30s. And due to your own life changes, what happened?

Lacey Garcia, the founder and CEO of Willow, a financial platform which connects women and families with their ideal financial advisor, which is so, so, so important. This incredible idea really came to you from your own need at your 30th, right, or somewhere around mid-30s. And due to your own life changes, what happened?

everything.

everything.

And I'm getting chills just hearing it. Take me there for a second. The reason why is that a lot of our listeners are in the same boat. They might be feeling stuck. Maybe they got laid off. Some of them are trying to figure out what on earth am I doing? And many times these things, they have somehow implications are their marriage, on relationship with kids, on nightmares, insomnia, anxiety.

And I'm getting chills just hearing it. Take me there for a second. The reason why is that a lot of our listeners are in the same boat. They might be feeling stuck. Maybe they got laid off. Some of them are trying to figure out what on earth am I doing? And many times these things, they have somehow implications are their marriage, on relationship with kids, on nightmares, insomnia, anxiety.

Like I've seen people with health issues. So you see how this ripples into everything in your wellbeing, right? So take me there for a second because you're obviously financial, there's fear. What are their fears? Is it more about how do I keep the house? Is it more about how do I keep a job?

Like I've seen people with health issues. So you see how this ripples into everything in your wellbeing, right? So take me there for a second because you're obviously financial, there's fear. What are their fears? Is it more about how do I keep the house? Is it more about how do I keep a job?

Tell us a little bit more because I think that's also ties really beautifully into what you advise people today or what all of your staff, but talk to me a little bit about that.

Tell us a little bit more because I think that's also ties really beautifully into what you advise people today or what all of your staff, but talk to me a little bit about that.

I love that, Lacey. And you're right. At least 70%, if not more, of the people we work with. And these are, I don't know, almost a thousand clients a year. So it's a big amount of data. They have no clue what's next for them. And I remember this was probably one of the hardest thing for me. Because as high achiever driven, the next step was always very clear.

I love that, Lacey. And you're right. At least 70%, if not more, of the people we work with. And these are, I don't know, almost a thousand clients a year. So it's a big amount of data. They have no clue what's next for them. And I remember this was probably one of the hardest thing for me. Because as high achiever driven, the next step was always very clear.