--- title: "How Entrepreneurs Can Prepare, Plan," description: "This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management." url: https://www.milemarker.co/podcast/how-entrepreneurs-can-prepare-plan-and-protect-their-wealth-with-tiffany-irving updated: 2025-09-09 --- [Now playing](https://www.milemarker.co/podcast) [Podcast**Next Mile**](https://www.milemarker.co/podcast) [Episodes](https://www.milemarker.co/podcast)[Guests](https://www.milemarker.co/podcast/guests) [YouTube](https://www.youtube.com/@milemarkerinc) [Apple](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) Episode 109 · Sep 9, 2025 · 32 min # How Entrepreneurs Can Prepare, Plan, and Protect Their Wealth with Tiffany Irving [**Tiffany Irving***SVP & Wealth Advisor, Mesirow Wealth Management*](https://www.milemarker.co/podcast/guests/tiffany-irving) [Apple Podcasts ↗](https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) [Spotify ↗](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) ## About this episode This week, Kyle Van Pelt talks with Tiffany Irving, Senior Vice President and Wealth Advisor at Mesirow Wealth Management. Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth. Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, Tiffany offers valuable insights on preparing, planning, and protecting both personal and business wealth. She also shares her perspective on technology, growth strategies, and the future of consolidation in the RIA space. In this episode: - (00:00) - Intro - (01:28) - Tiffany's money moment - (03:49) - How Tifanny succeeds in communicating with business owners - (05:24) - How Mesirow helps business owners - (06:54) - Helping business owners prepare, protect, and plan their wealth - (09:21) - What it takes to attract the next generation of investors - (11:55) - Tiffany's thoughts on the great wealth transfer and women in finance - (16:44) - Leveraging technology to serve clients better - (18:01) - Mesirow's growth strategies and marketing approaches - (19:56) - Tiffany's outlook on the future of the industry - (23:38) - Tiffany's thoughts on the consolidation happening in the industry - (26:41) - Mesirow's core values - (27:56) - Tiffany's Milemarker Minute **Key Takeaways** - Treat your personal wealth like your business, with a strategy to prepare, plan, and protect. - Create your board of directors. As a business owner, you shouldn't be the middleman between all of your advisors. Surround yourself with a trusted team of professionals, including attorneys and tax experts, and let them collaborate on your behalf. - Educate the next generation. The great wealth transfer is happening now. Get the next generation involved in conversations about the family's financial history, values, and goals. - Women are not a niche market. With women living longer and the rise of female breadwinners and business owners, the financial industry is overdue in adapting to serve women. Financial planning is about empathy and understanding the unique goals and concerns of every client, regardless of gender. **Quotes** "There are a lot of tools in our tool belt as advisors. We just have to remember to educate our clients and let them know what's available." ~ Tiffany Irving "Women are not a niche market. We're over 50% of the population. So, we're trying to make sure that both partners or spouses are engaged and involved in all of our financial discussions." ~ Tiffany Irving "Client demographics are evolving. The next generation is here, and we have to meet them where they are." ~ Tiffany Irving **Links** - [Tiffany Irving on LinkedIn](https://www.linkedin.com/in/tiffanyirving/) - [Mesirow](https://www.mesirow.com/) - [Salesforce](https://www.salesforce.com/) - [eMoney Advisor](https://emoneyadvisor.com/) - [Holistiplan](https://www.holistiplan.com/) - [Charles Schwab](https://www.schwab.com/) - [Fidelity Investments](https://www.fidelity.com/) - [The God of the Woods](https://www.amazon.com/God-Woods-Novel-Liz-Moore/dp/0593418913) - [Lula Dean's Little Library of Banned Books](https://www.amazon.com/Deans-Little-Library-Banned-Books-ebook/dp/B0CJ9WJHRC) **Connect with our hosts** - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) **Subscribe and stay in touch** - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/@milemarkerinc) **Produce game-changing content with Turncast** Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at [Turncast.com](https://www.turncast.com/). ## The write-up [Listen to this week’s episode.](https://open.spotify.com/episode/3D29LqGoRqix741WsDJ9py) ## Episode 109 On this week’s episode of Next Mile, I speak with [Tiffany Irving](https://www.linkedin.com/in/tiffanyirving), Senior Vice President and Wealth Advisor at [Mesirow Wealth Management](https://www.mesirow.com/). Tiffany specializes in working with high-net-worth individuals, families, and non-profit organizations by providing comprehensive wealth management advice and customized asset allocation strategies to help them accumulate, grow, protect, and distribute their wealth. Tiffany shares her work with business owners and her passion for empowering women in finance. From the challenges of working with busy entrepreneurs to navigating wealth transfer and the evolving role of women in financial planning, she offers valuable insights on preparing, planning, and protecting both personal and business wealth. Tiffany also shares her perspective on technology, growth strategies, and the future of consolidation in the RIA space. #### Key Takeaways **Treat your personal wealth like your business, with a strategy to prepare, plan, and protect.** Business owners are disciplined about their company’s financial planning, but often overlook their personal wealth. The same strategic approach should apply to both. **Educate the next generation.** The great wealth transfer is happening now. Get the next generation involved in conversations about the family’s financial history, values, and goals. **Women are not a niche market.** With women living longer and the rise of female breadwinners and business owners, the financial industry is overdue in adapting to serve women. Financial planning is about empathy and understanding the unique goals and concerns of every client, regardless of gender. #### Quotes > “There are a lot of tools in our tool belt as advisors. We just have to remember to educate our clients on and let them know what’s available.” > — [Tiffany Irving](https://www.linkedin.com/in/tiffanyirving/) > “Women are not a niche market. We’re over 50% of the population. So, we’re trying to make sure that both partners or spouses are engaged and involved in all of our financial discussions.” > — [Tiffany Irving](https://www.linkedin.com/in/tiffanyirving/) > “Client demographics are evolving. The next generation is here, and we have to meet them where they are.” > — [Tiffany Irving](https://www.linkedin.com/in/tiffanyirving/) #### Links & Resources **Featured:** - [Tiffany Irving on LinkedIn](https://www.linkedin.com/in/tiffanyirving) - [Mesirow Wealth Management](https://www.mesirow.com/) **Technology & Platforms Mentioned:** - [Salesforce](https://www.salesforce.com/) - [eMoney Advisor](https://www.emoney.com/) - [Holistiplan](https://www.holistiplan.com/) - [Charles Schwab](https://www.schwab.com/) - [Fidelity Investments](https://www.fidelity.com/) #### Connect With Our Hosts - [Milemarker.co](https://www.milemarker.co/) - [Kyle on LinkedIn](https://www.linkedin.com/in/kylevanpelt/) - [Jud on LinkedIn](https://www.linkedin.com/in/judmackrill/) ## Subscribe and Stay in Touch - [Apple Podcasts](https://podcasts.apple.com/us/podcast/connected/id1691759257) - [Spotify](https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S) - [YouTube](https://www.youtube.com/watch?v=DBuOTz3eRlo) If you’d like to schedule a time to talk with me about anything we cover on our podcast or [Milemarker](https://www.milemarker.co/), [click here for 15 minutes](https://meetings.hubspot.com/kyle-van-pelt). *— Kyle Van Pelt* [**Tiffany Irving***SVP & Wealth Advisor, Mesirow Wealth Management*](https://www.milemarker.co/podcast/guests/tiffany-irving) Next Mile Conversations with the people building the next era of wealth management, hosted by Kyle Van Pelt. New episodes every Tuesday. [Get the newsletter →](https://www.milemarker.co/resources/newsletter) [Talk to Milemarker →](https://www.milemarker.co/contact)