Andrea Linger didn’t set out to build a career in financial services. It started with a list of successful women she admired, a lunch with one of them, and a phone call later that night that changed the direction of her career.

In this episode, Debbie McGrath sits down with Ventum Financial’s SVP and Head of Private Client Services to talk about the mentors who shaped her, how the industry has evolved, and why being a good advisor today is about much more than the numbers.
Andrea also shares one lesson that has stayed with her: start with where you want to go, then work backwards to figure out how to get there.

This is a conversation about mentorship, believing in yourself, and the people and lessons that shape a career along the way.

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