This week we have a conversation with Barbara Best & Nancy Rizzuto from Capital Strategies. They started Cap Strat to fill a gap in the institutional retirement field and to provide “holistic support” to their clients that was lacking in similar businesses. You’ll see throughout the conversation how their fundamental principal of “trust & transparency” is important to them and why building relationships, instead of simply being a transactional business, is key to being the best.

Barbara Best and Nancy Rizzuto are both Founders and Principals of CAP STRAT, and the Founders of the CAP STRAT Women's Forum.

Their primary focus is to cultivate awareness and business opportunities for their firm’s institutional investment advisory, private wealth advisory, and asset management services and to co-lead the Capital Strategies Women's Forum. The Forum’s mission is to support the personal and professional success and fulfillment of women. Their passion is to financially empower others, especially women, so they attain the freedom to live the life of their dreams and create a meaningful legacy. They are active philanthropic leaders in their respective communities; and one of Barbara’s personal passions is being a mom to her daughter Cate, and Nancy’s to her 6-year-old Havanese, Chauncey.

It has been our pleasure to bring to you the incredible journeys of so many Fierce Females. Join us again next week as we begin conversations that can have a positive impact on our wellbeing during National Mental Health Awareness Month.


(3:21) The beginning of Capital Strategies and what was it like starting out 19 years ago

(6:30) Barbara & Nancy discuss the “crystal clear” vision that they shared when starting out

(10:09) What did they see in each other that allowed them to feel they were the right team to work together to create Cap Strategies

(15:08) How did they push through the fear and uncertainty when starting out?

(20:27) What decisions were important to them during the early days?

(29:52) What is their partnership like? How do they interact with each other, resolve differences and more?

(33:18) What advice did they receive that was instrumental to them starting on this venture?

(36:40) We learn about their “Doesn’t Matter, Get Better” internal hands-on meetings and how influential they are for them professionally and personally

(42:19) They share how & why they started the Women’s Forum

(49:01) How do they, professionally and personally, want to help influence the future?

(57:20) Once again it’s our fun speed round where we learn some of their favorite words and expressions, pet peeves and who they would love to have dinner with

Connect with Barbara Best & Nancy Rizzuto
https://www.capstratig.com
https://www.linkedin.com/in/nancyrizzuto
https://www.linkedin.com/in/bbest1

Subscribe: Warriors At Work Podcasts
Website: https://jeaniecoomber.com
Facebook: https://www.facebook.com/groups/986666321719033/
Instagram: https://www.instagram.com/jeanie_coomber/
Twitter: https://twitter.com/jeanie_coomber
LinkedIn: https://www.linkedin.com/in/jeanie-coomber-90973b4/
YouTube: https://www.youtube.com/channel/UCbMZ2HyNNyPoeCSqKClBC_w