Viewpoints about Women financial advisors

  • Perspectives on the role of the financial advisor from three successful women advisors

    More than a third of financial advisors is expected to retire in the next 10 years.With women making up only 18% of financial advisors, there is ample opportunity for women to step into the role. So, we asked three leading female financial advisors about how they got where they are today, why they like what they do, and how the industry might try to attract more young people—and more women—to this rewarding career.

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