Show notes
In this episode, Ato speaks with Deborah Williams is a seasoned financial professional who held roles in private banking and relationship management at top institutions including NatWest, Brown Shipley, Coutts, and C. Hoare & Co where she advised high-net-worth individuals. She was a 2018 finalist for Private Banker of the Year at the Women in Finance Awards and now works as a financial coach and moderator with Female Invest and Black Girl Finance.We discuss: 3 most surprising things she encountered working in private banking Defining your wealth identity The 5 stages of wealth: from zero to building wealth to leaving a legacy Key accounts needed to build up your savings and wealth What it really means to create a lasting legacy and much more🔗 Connect with Deborah:Linkedin: https://www.linkedin.com/in/deborah-williams-13a81981Join Black Girl Finance Group: https://payhip.com/b/dmiTW📩 Sign up to my mailing list to be the first to know about upcoming events:http://eepurl.com/hJEcLL💼 What's in The WalletSubmit any question anonymously and it may get answered in future episodes. Drop your question here: https://tally.so/r/w5gzdE🤝 Partners📚Coursera - Learn AI, Cybersecurity, Project Management, Data Science & more with the education platform that I use:https://imp.i384100.net/savvywalletSome of the links are affiliate links which means that we will receive a small commission if you make a purchase, however there will be no additional charge to you.TimestampsDisclaimer: The information contained on this video is not intended as, and shall not be understood or construed as, financial advice. I am not a financial advisor and the information in this video is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.Learn more about your ad choices. Visit megaphone.fm/adchoices
