Brittan Leiser is a Financial Advisor in Cleveland, Ohio. Brittan created SavviHer after recognizing that in the male-dominated financial industry, women often felt ignored or overwhelmed when it came to having a conversation about their own personal finances. When beginning her career in personal finance, Brittan found herself in an industry dominated by men with resources and prevailing attitudes that largely overlooked women, often leaving them out of the conversation and unsure about where to turn and who to trust with their important questions. She created online resources to meet women where there are and empower them to take the first step.
A graduate of the University of Notre Dame’s Mendoza College of Business, Brittan is passionate about helping other young women break into the world of financial management and developing a network of financial advisors that also recognize the need to change the outdated way the industry approaches and works with women. Brittan enjoys cultivating strong relationships, solving complex problems, and feels most rewarded when she is able to help others prepare for and live their most meaningful lives. When Brittan isn’t in the office, she enjoys running, exploring new parts of the world with her husband, baking chocolate chip cookies, cheering on all Cleveland sports teams, and teaching her two-year-old son the words to the Notre Dame fight song.
How and when did you realize women need a different approach?
I created SavviHer after realizing that so many of my female clients had similar concerns and questions about their finances but didn’t quite have the tools they needed to understand this space. These women all were smart, accomplished, and successful in their own ways, but felt completely intimidated when discussing anything relating to finance. They inspired me to create SavviHer, which is designed to serve as an empowering, educational, and less overwhelming way for women to learn more about the wonderful world of personal finance. It is my hope that this content serves as the catalyst women need to feel more confident in joining the conversation so that they, too, can take ownership of their own financial health. Women have different financial needs, backgrounds, and considerations, so I felt it was important to take care of them in a way they could understand and appreciate.
What is your favorite part about your job?
I love helping my clients understand their financial options so that they can achieve their true potential. I am a big believer in people and truly enjoy building and fostering relationships. I am very passionate about helping individuals own their financial health and enjoy assisting them as they achieve their goals so that, ultimately, they can live the lives they have always imagined. Nothing is more rewarding to me than making someone live out their purpose and feel worthwhile.
Did you start SavviHer by yourself? If yes/no, tell us how.
Yes! SavviHer, in its infancy, was just a blog that I coded, created, and published. It wasn’t until I began to see some traction with the blog and the social media channels that I took on a business partner to help me reach more women.
In your own words, what do you do?
I like to say that I help two groups. I help women feel more confident financially and I help financial advisors better understand how to engage with this important investor demographic. Even more simply than that? I empower women to own their financial futures.
How do you stay motivated?
I love what I do. It’s as easy as that. I am motivated by helping an individual feel worthwhile and know their options (no matter their financial background!). Every day I wake up thankful to be able to do what I do and be a voice for women everywhere.
Where do you get your inspiration from daily?
Inspiration is easy to find if you keep your eyes open to new possibilities, ways of thought, and new perspectives. I also get inspired every single day that I get to wake up as a mom to a little person. Being able to provide for my family and provide a strong example of what it means to go after your dream is so important to me.
What are your current areas of focus?
Our current areas of focus are two-fold: First, we are launching online courses (available via our website: FinanciallySavviHer.com) to help women learn and feel more financially confident. Our two courses are Personal Finance 101 and Investing for the Everywoman. It is our hope that these affordable and accessible courses can help every woman feel more prepared and encouraged to join this conversation. Our other area of focus is on the advisors. We are launching an Advisor Membership Program in January 2020 that helps advisors best connect with, engage, and understand their female clients. We couldn’t be more excited about these efforts!
If you could go back and tell yourself one thing before beginning your career, what would it be?
Believe in yourself and stay the path. Let no one ever out work you.
Advice for other entrepreneurs who want to get started or are just starting out?
Ask for help! This world is an amazing place and there are people around every corner with the knowledge to share or an experience to learn from.
Share some tips on how to save money
There are many ways to save money, but truly, the most effective way to create a sustainable and achievable lifestyle for yourself is by establishing (and sticking to) a budget! I encourage all of my clients to review their budgets monthly so as to address any spending issues they are experiencing and correct any negative behaviors in real-time. This method also is a great way to track progress towards goals and ensure that those “Savings funds” and other important goals are being funded.