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Aligning Your Digital Documentation Vault With Martha Underwood and Shella Sylla
Manage episode 407218232 series 3558872
Το περιεχόμενο παρέχεται από το NAIFA. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον NAIFA ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Martha Underwood has been in the technology space for over 25 years and is skilled at successfully managing large-scale digital transformation initiatives. Co-founder of Prismm, a platform that allows you to securely store important documents, Martha focuses on executive advancement without compromising integrity or authenticity. She is a recognized speaker on the topic of women leading in technology and innovation within the business marketplace.
Shella Sylla is the Chief Operating Officer at Prismm. With over 20 years of experience in commercial banking, commercial real estate financing, and portfolio management, she is skilled at networking and building strategic brand relationships. Before her work with Prismm, she was the Founder and CEO of SisterGolf, where she helped improve women’s confidence and accelerated their career development using golf as an ally.
In this episode…When the unexpected occurs, how can you access important information and be prepared for end-of-life care? Locating life planning documents shouldn’t be a challenge — especially during a crisis — but it is for many people. What resources are available for individuals and families who need to organize their documents?
As an advisor, empowering and educating clients with information to make the best choices is pertinent. Martha Underwood and Shella Sylla have been in a crisis without the ability to access important documents, which is why they created Prismm, a resource to assist families in the event of unforeseen circumstances. Organizing and compiling important documents and consent forms onto a singular platform helps all parties involved during end-of-life transition.
In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Martha Underwood and Shella Sylla of Prismm to talk about securely storing end-of-life documents. Martha and Shella discuss centralizing documents, the wealth gap and education between cultures, and familiarizing advisors in end-of-life conversations.
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