Unapologetically Jen: Building a Client-First Practice on Her Own Terms

Welcome to a high-energy, no-BS conversation with Jen Staben, Financial Advisor at Prime Capital and unapologetic force of nature in financial services.

In this episode of the RIA Collective, Jen sits down with host Charlie Van Derven to share how she built a client-first practice her way - and why that meant leaving behind big-name firms, scripts that didn’t sound like her, and a system that prioritized products over people.

💥 Topics Covered:

• Why Jen left a major national firm to launch her own brand
• The power of building a business around your values
• How she made the transition seamless for clients
• Why “Unapologetically Jen” isn’t just a brand - it’s a mission
• The book and podcast she’s launching to pull back the curtain on financial services

If you're an advisor who's felt out of place in a system that doesn't align with your values - this episode will hit home.

📣 Resources Mentioned:
Jen’s Website: https://www.unapologetically-jen.com
Connect with Jen on LinkedIn: https://www.linkedin.com/in/jen-staben-weinberg-crpc%C2%AE-6947b710b/
Connect with Charlie on LinkedIn: https://www.linkedin.com/in/charlievanderven/

👉 Don’t forget to subscribe, like, and share this episode with an advisor who needs to hear it.

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