Connecting wealth with purpose

Episodes

Why Money Is Never Just About Numbers (Ep. 1)

Money carries emotion long before it carries meaning. In this inaugural episode, the conversation begins by reframing wealth as a tool for confidence, clarity, and purpose, not just accumulation.

In this episode of Connecting Wealth With Purpose, Financial Advisors Ann Marie Etergino, CIMA®, and Trey Blanchard, CAIA®, CFA, CFP®, CRPC®, share the personal stories and values that shape how they work with clients at The Etergino Group at RBC Wealth Management. They explore why financial planning is deeply emotional, how purpose-driven conversations change outcomes, and why aligning wealth with values can create impact during life, not just at the end of it.

Key points:

• How early experiences with financial insecurity shaped Ann Marie’s approach to wealth and confidence
• Why money decisions are emotional, and why advisors must meet clients where they are
• The shift from accumulation to using wealth intentionally during your lifetime
• How planning can give clients permission to spend, give, and live more fully
• Why family conversations about values matter more than conversations about dollars
• And more!

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