Managing Partner Melissa Bouchillon, CFP®, recently joined the Sterling Insights Podcast, hosted by Roger Silk, to discuss how holistic financial planning can help individuals and families build lasting wealth with clarity and confidence. Drawing on more than two decades of experience, Melissa shared insights on the importance of evolving financial plans, the pitfalls of product-driven advice and how behavioral insight plays a vital role in long-term decision-making. She highlighted the need for multi-generational strategies, the value of team-based support and why trust is the cornerstone of meaningful client relationships.

Listen to the full episode here: https://podcasts.apple.com/us/podcast/navigating-financial-storms/id1774030140?i=1000710221074.