
Aligning your Money with Meaning
07/22/21 • 21 min
2 Listeners
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Aligning your Money with Meaning
We are in conversation with Laura Rotter, who is a CFA, CFP and is the owner of True Abundance Advisors, a heart-centred, values-based financial planning firm based in New York. After a successful career managing money for institutional investors including Citicorp and Para Advisors, Laura discovered mindfulness practices and was drawn to guide professionals facing a big life change to achieve financial security and life satisfaction. Since making her shift, she has been featured in CNBC, the Wall Street Journal, and Westchester Senior Voice. She is on the advisory council of Impact100 Westchester, a women’s group giving organization, and volunteers with My Money Workshop, teaching financial literacy to underserved communities.
www.trueabundanceadvisors.com
https://www.linkedin.com/in/laurarotter/ Tune in for some great nuggets on the following topics:• Laura’s Background and career journey, 30 years in wall street• Working with mid-life professionals, aligning money with individuals• How Laura advises individuals on having clarity and purpose of using their finances to make the best out of living.• Success is not about metrics and numbers.• Abundance is not about accumulating.• Is Earning money a need or a habit?• Sticking with your purpose of doing business• Women and Financial Independence• Role of money in empowering business owners• How progressive women can facilitate money talks in homes with their children?• Laura’s mission statement that she kept at her work – educate, enlighten others• How can parents can initiate money conversations with their kids. Any many more wonderful tips & insights.Enjoy the episode!-----------------------------------------Do you want to crush your sales goals this year? Get your hands on the Personal Sales Planner for Solopreneurs which will help you plan, track, and make consistent progress with your 30-60-90 day sales actions. Grab your comprehensive sales growth tool here bit.ly/psp-37
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Selling style test: roshnibaronia.com/know-your-selling-style
Solopreneur Sales Planner for 2022: bit.ly/psp-37
Conversation Catalyst PDF: bit.ly/ats-ccguide
Connect with the host at Instagram at roshni_baronia or email at [email protected]
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