Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC.
Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited.
Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte’s goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand.
Britany Geautreau Interview:
[3:22] Who Britany is and what her specialty is
[4:05] Britany breaks down what a CFA and a CFP are
[8:00] When you should use a financial firm rather than an online platform like E-trade
[12:13] How people should be researching which firm is right for them, and some questions to ask to vet the firm
[15:28] Your relationship with your financial advisor isn’t just a one time meeting
[19:46] The market is at an all time high, which means you need to ensure you’re not too heavily invested in one particular stock
“In this type of environment, don’t be greedy. If you have this mentality of “oh I can’t lose”…remember companies like AOL”
Lauren Foundos Interview:
[24:48] Lauren’s target audience
[27:26] What is Exhale?
[29:22] Whether Lauren has unique content or just leveraging studios that are already in use
[30:00] How to find the right classes for your personal style
[31:51] Lauren’s switch from treasurer broker to on-demand fitness guru
[33:22] How Lauren was able to pursue her new venture while still having a W2 job
[37:36] The importance of working out when you’re feeling overwhelmed
“There’s never the perfect time to do anything”