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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at or get in touch by calling 215-948-3945.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

Jun 16, 2022

Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you prefer?

During the pandemic, 41% of advisors, including Donna, increased communication with their clients through zoom and technology. We were all at home, talking with one another on the phone or zoom was how we connected! Donna wants her clients to feel completely comfortable and educated, where clients can connect with her on a regular basis. On today’s episode, we’ll explore the idea of communication and the important role it plays in your retirement plan.

Check out Donna’s new book coming out soon:


What we discuss today: 

0:57 – How are you doing?

1:29 – 41% increased communication

4:21 – How did Donna sustain that communication?

5:09 – Contacting clients at least once a week

6:46 – Do you want to hear from your advisor often?

7:44 – What are the different ways to communicate?

9:04 – What challenges did Donna face with communication?

11:31 – Are more people coming back in person?

13:39 – What is Donna’s communication philosophy?  

15:16 – Newsletters, workshops, podcasts, etc.


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