CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
CBS Spotlight
Liz Hand - Pleasant Wealth Pt 1
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In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more intentional, human‑centered firm. The conversation dives into the intersection of money and mindset, serving women approaching and entering retirement, and building an advisory practice rooted in purpose, clarity, and long‑term sustainability
