This week, Jack Sharry talks with Ann Covington, Founder & Financial Advisor at CovingtonAlsina. Ann is passionate about helping strong, successful women navigate increasingly complex financial lives. She brings a personal understanding of the challenges women face and the value of thoughtful financial guidance.
Ann talks with Jack about how the rise of women investors is reshaping wealth management. She also discusses the systems and workflows that have helped her scale the firm while delivering a consistent client experience, how tax planning can demonstrate the tangible value of advice, and why brand awareness built through education and community involvement matters more than any other marketing tactic.
In this episode:
(00:00) - Intro
(01:57) - Ann's unconventional path into financial advice
(04:10) - Inside CovingtonAlsina and its growth trajectory
(06:24) - The strategies behind CovingtonAlsina's rapid organic growth
(09:52) - Why Ann built her practice around serving women investors
(13:58) - How Ann attracts women investors
(16:05) - The shifting dynamics of women's roles in financial decision-making
(18:23) - CovingtonAlsina's marketing playbook
(23:43) - Using tax planning to demonstrate the value of advice
(27:56) - Ann's outlook on the future of CovingtonAlsina
(28:48) - Ann's interests outside of work
Quotes
"You have to go small to get big. When your marketing and branding are focused on one area, people opt in. People come to us to buy." ~ Ann Covington
"On average, women see money as what it enables them to do for their family." ~ Ann Covington
"We take the really complex, crazy stuff and make it simple for clients and give them peace of mind." ~ Ann Covington
Links
Ann Covington on LinkedIn
CovingtonAlsina
SEI
Women's Institute for Financial Education
Daily News Brief
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
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