Heart of Advice Podcast, Presented by eMoney

Author: eMoney

The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, well invite financial professionals to discuss whats at the heart of it all: The advisor-client relationshipwhich is transactional, yet deeply personal. The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
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Language: en

Genres: Business, Careers, Entrepreneurship

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Intentional Leadership and Inclusion in Wealth Management with Marcel V. Quiroga
Monday, 24 November, 2025

Marcel V. Quiroga, CEO of TQM Wealth Partners, is a trailblazer with a personal, purpose-driven approach to financial planning. Marcel's journey as a single mother, daughter of immigrants, and woman navigating a male-dominated industry, highlights her philosophy of authenticity and inclusion. Her focus on empathy, connection, and actionable steps challenges traditional norms, encouraging financial professionals to move beyond transactional advising toward enhancing clients' overall quality of life. In this episode of the Heart of Advice Podcast, Marcel explains how her leadership style, shaped by her experiences overcoming cultural and systemic barriers, prioritizes empathy, listening, and creating opportunities for others. Marcel stresses that financial advising is not just about numbers but about empowering clients, fostering trust, and aligning financial strategies with values, healing, and dignity. Her mantra "If you don’t have a seat at the table, build your own," symbolizes her belief in breaking barriers and creating inclusive opportunities for representation within the finance industry.