The Rebuilding Retirement podcast

Episode 1.04 Lacy Garcia on the next generation of clients

Published: December 14, 2023

Lacy Garcia is the founder and CEO of Willow, the award-winning WealthTech platform that helps financial professionals and firms better serve tomorrow’s investors. With a career at the intersection of financial services, women’s empowerment, and education, Lacy understands the challenges of meeting the needs of a more diverse generation of clients.

Lacy discusses her journey to financial services; the changing demographics of investors; and how financial professionals can prepare for the next generation of clients.


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