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What does financial empowerment actually look like for leaders?

In this episode, Lisa sits down with wealth advisor and financial planner Adam Durie to unpack the money patterns that hold leaders back — and what to do about them.

Adam brings over a decade of experience helping clients grow and protect their wealth through tax-efficient, relationship-driven strategies. His philosophy? Financial planning should be collaborative, practical, and rooted in education — not transactions.

In this conversation, you'll learn:

• Why leaders are often the last to take care of their own finances
• The #1 money mistake executives make (and how to fix it)
• How to think about your finances like a CEO thinks about a corporation
• Why it's never too late to start — even in your 50s or 60s
• The red flags to watch for when choosing a wealth advisor
• Why you should stop being ashamed of wanting money

Whether you're just getting started or you've been neglecting your financial life for years, this episode will shift your perspective and give you a clear path forward.

Connect with Adam:
🌐 adamdurie.com
💼 LinkedIn

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