EP 101: Engaging Underserved and Shifting Markets in Wealth Management with Marissa Teeter

In this episode, we explore the major demographic shifts transforming who drives wealth decisions today. Women between 45 and 55 often managing finances for themselves, their children, and their aging parents now hold significant influence over North America’s personal wealth landscape. Alongside them, younger generations and previously overlooked secondary decision-makers are emerging as powerful voices in financial planning.

Marissa Teeter joins us to unpack what this shift means for advisors and firms aiming to stay relevant. With over two decades of experience as a wealth executive, business advisor and executive coach, Marissa shares practical strategies for engaging these fast‑growing, underserved groups. From communication styles to relationship-building approaches, she offers insights that can help advisors better serve the modern family and the evolving dynamics of wealth.

There is a shift happening in wealth. Recently at one of our seminars, a speaker asked “Who do you think controls the decision making on most of the personal wealth in North America right now?” The answer:  Women aged 45-55. Why? Because they make decisions for their kids and their parents as well as their own family.

Within a generation or two, we’ve seen this major shift in who makes decisions when it comes to wealth management. There are so many under-served segments of our community that are becoming major decision makers: women, younger generations and secondary decision-makers in client families.

How do you engage these growing demographics and how do you engage in this traditionally underserved and somewhat untapped market?

Marissa Teeter is a sought-after business advisor, executive coach and keynote speaker/moderator with a solid track record and impressive results as a senior wealth executive and business leader. She has both led and coached leaders who own/run multi-million and multi-billion-dollar enterprises.

Marissa is an exceptional communicator and facilitator and has over 20 years of business development, wealth management and executive leadership under her belt. She has held corporate executive roles, helped build and run a boutique wealth management firm, consulted Fortune 500 companies, and helped fuel a handful of start-up companies along the way. Marissa is also the host of her own podcast, “Teeter Talks.”

Learn more about Marissa and find links to her podcast at https://www.marissateeter.com/

Pick up a copy of Chris Reynolds’s new book, “The Six Circle Strategy: The Entrepreneur’s Journey to Wealth and Freedom,” at http://chrissreynolds.ca

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Cheers!

Chris