Female Advisors
Your Story
Your Story, Your Smart Financial Decision 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?…
Read MorePerfectionism Kills Confidence and Productivity
An excerpt from our book, A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World Perfectionism is a blessing and a curse. We feel so good about ourselves because we can do it all (we think better than anyone else). However, we become our own worst enemy by insisting…
Read MoreWomen Have What It Takes
In honor of International Woman’s Day 2020 on March 8th, we would like to celebrate the women of wealth management. Women make great advisors. They inherently have certain natural qualities and characteristics that perfectly align with the profession of financial planning. Prospects who seek out and hire a financial planner are looking for certain features…
Read MoreFemale 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…
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