The Future of Finance
Behind the Financial Advisor: Marissa Wood's Story & Why Financial Planning Matters
For the first time on The Future of Finance , the interviewer becomes the interviewee. In this special episode, Marissa Wood sits down with Erin Kennedy , Emmy Award-winning communicator and Director of Communications at Brookstone Capital Management, to share the personal story behind Union Financial Services, what inspired her to become a financial advisor, and why financial planning is about so much more than investing. From growing up in a family-owned financial planning business to witnessing firsthand how a financial plan changed a family's future after tragedy, Marissa opens up about the experiences that shaped her career and her passion for helping others build financial confidence. Whether you've ever wondered what it's like to work with a financial advisor—or if you're simply looking for motivation to take control of your financial future—this is an episode you won't want to miss. Learn the story behind Union Financial Services Discover what financial advisors really do for their clients See why relationships matter more than investment returns alone What You'll Learn How Marissa's personal story shaped her approach to financial planning Why financial advice is about relationships—not just investments What to expect during your first meeting with an advisor Common misconceptions that stop people from seeking financial guidance Why comprehensive planning is becoming more important than ever Question for you: What's the biggest financial lesson you've learned from your parents—or one you hope to pass on to your children? Like, subscribe, and share this episode with someone who's been wondering whether working with a financial advisor is the right next step. Ready to build your own financial plan? Visit https://union-financial.com and schedule a complimentary phone, Zoom, or in-person consultation with the Union Financial team.
