Viewpoints about Women financial advisors
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Year-end checklist: eight tips for financial professionals
The holidays are here and it’s time to prepare for the new year. Here are eight items for retirement plan financial professionals to focus on as you close the book on this year and start writing next year’s story.
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What’s your DEI business strategy?
Financial services firms that embrace workplace diversity and adopt a well-defined DEI strategy can help position themselves for continued growth. Learn DEI best practices to help you serve a diverse clientele with excellence.
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How to serve a growing market of women investors
Women and men, Venus and Mars—there will always be differences. Financial professionals who want to serve women investors need to understand some of the differences—and what that means for their service and recruitment strategies.
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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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