228. Shari Greco Reiches: Empowering “Women in Charge” in Wealth Management

Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return on Live” and podcast host.

Our conversation starts with tracing Shari’s own childhood and her “money story”, and we learn the importance of lessons laid down early. These include the reminder that she could have anything she wanted, but not everything she wanted, which instilled the importance of choosing, forgoing some opportunities but ultimately maximizing one’s return in life.

This concept of maximizing is one that Shari lives out in her private wealth practice as well as the guidance that she gives to her clients. We hear about the heuristics and practices around saving, self-care, choices, open conversations and ranking of values that form the bedrock around her practice and use this to look to the future of wealth management and how it will continue to evolve.

Finally, we turn to Shari’s book and podcast and discuss the motivation behind each of them and the role of continuous learning in her life. You can learn more about that here: https://sharigrecoreiches.com/book#:~:text=The%20Book%20%2D%20Maximize%20Your%20Return%20on%20Life&text=Her%20personal%20stories%20and%20related,your%20relationship%20with%20money%20today

This bonus series is kindly supported by Sound Mark Partners, Sound Mark Partners LLC is a women-owned and led private credit firm focused on commercial real estate.