Leading with Balance: Women, Wealth & Work with Daly Andersson

About this episode

Daly C. Andersson discusses leading in a male-dominated industry while balancing personal and professional challenges.

In this episode of Finance, Fitness & Finesse, JaeVic sits down with Daly C. Andersson, CFA, CFP® — a powerhouse in personal wealth management and a voice for purpose-driven leadership — for a conversation that hits both head and heart. With over a decade of experience advising families, entrepreneurs, and women investors, Daly shares what it’s really like to lead in a male-dominated industry while juggling high-pressure roles and personal milestones like motherhood. They talk about setting boundaries, navigating transitions, and staying rooted in your values when the workplace gets chaotic. From knowing when to push forward to recognizing when it’s time to pivot, Daly brings clarity to the messy middle of professional growth. If you’ve ever struggled with burnout, doubted your leadership, or felt pulled between your career and personal life, this episode delivers perspective, encouragement, and real talk for women — and anyone — navigating career evolution and financial confidence. Get in touch with Daly Andersson, CFA, CFP® Website: Sterling Wealth Management LinkedIn Social Media: 🔗 Visit JaeVic.com for perks, products, and more. Insta/Facebook: @financefitnessfinesse…

People in this episode

Host: Jaelyn Vickery

Guest: Daly C. Andersson

Topics covered

• women in leadership
• personal wealth management
• work-life balance
• career evolution
• financial confidence
• burnout
• purpose-driven leadership

Keywords

• women leadership
• wealth management
• career transitions
• setting boundaries
• financial advice
• motherhood
• professional growth

Mentioned in this episode

Organizations: Sterling Wealth Management, Garriet Global Marketing LLC

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