This year, the theme for International Women's Day is #BreakTheBias. This theme celebrates the achievements that women have made, takes action for equality, and raises awareness against bias. What better way to honor the holiday than to examine how women are breaking down barriers in the financial services industry?
Here are nine things every female solo advisor should know about launching and growing a wealth management practice.
I am working on five key action items with clients to address some of the financial uncertainty many are experiencing.
Let’s address some of the biggest financial concerns your clients have as a result of current events, so they can take action and keep control financially.
I’m going to guide you through a process to overcome the four major ways planning for female executives gets derailed.
The first big step in financial planning is examining your clients’ passions and pursuits.
Future-oriented planning serves a purpose, but it misses the central question: What do your clients want their lives to look like?
For a lot of women executives, budgeting requires a big change in behavior.
After years of working with high-earning female executives, I’ve found that their cash flow management problems are not a matter of not having enough income or wealth. The problem is not knowing where it’s going.
No matter what industry you work in, being a woman brings unique challenges that men don’t have to deal with. The response isn’t to resign ourselves or get overly caught up in fighting for systemic change. Instead, identify what those challenges are and get the resources you need to overcome them.