Archive for 2018
Female financial advisors will be healthier with more women in the industry
An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World In an industry heavily dominated by men, female financial advisors find it difficult to find female mentors, role models, colleagues, confidants, and champions. Female advisors tell us that they often experience a sense of…
Read MoreSexual Harassment Builds a Huge Barrier for More Women Entering Wealth Management
The #MeToo movement that began in late 2017 imposed a magnifying glass on a nearly invisible epidemic of sexual harassment against women across all walks of life and throughout various industries. Prominent and powerful men have been called on the carpet for behavior that until now has long been ignored, hushed, and/or silenced with millions…
Read MoreThe 29% Solution book is 10 years old!!!
Growing up in a small town outside of Pittsburgh, Pennsylvania, I never gave much thought to becoming a Wall Street Journal bestselling author. That is until I met Ivan Misner! In 2006 I was performing the role of Education Coordinator for my BNI chapter, the Circle of Excellence, in BNI Western Pennsylvania. One week, while…
Read MoreYour story … your connection
Do you know WHY you became a financial advisor? I mean the really deep reason behind why it’s important to you to help people manage their money, make smart financial decisions and create a secure future. Can you remember the moment you made the choice to pursue this profession? Can you remember a trigger in…
Read MoreLet’s Get Intentional!
What does it mean to be intentional? Webster says the definition of intentional is…“done on purpose” or “deliberate”. Likewise, the definition of intention is “an aim or plan”. We all know that this is the time of year when people make resolutions or write out their goals for the year. Resolutions have a very high…
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