Ambassador Frequently Asked Questions

What is the purpose of the WLA Ambassador Membership?

 

Many in and around the financial advising profession are putting time and energy into advocating for women in the financial advising profession to create a more diverse, more inclusive industry. The Ambassador Community has been created to organize and activate that collective energy. As a nonprofit organization, the WLA has the opportunity to bring indviduals from many different corners of the financial advising profession from all around the country together to share resources, ideas, and advocacy that raise the profile of financial advising among women and to increase the retention and advancement of women within the profession.

 

Our purpose is to foster an inclusive, dynamic environment where members can access valuable resources and can collaborate, exchange ideas, and collectively propel women’s progress in this industry.

 

Our members are ambassadors because of the active role and commitment each share in advocating for change within the financial advising profession. An ambassador is not just a passive participant; they are champions and leaders at various stages on their professional path, who represent our shared mission of empowering women in financial advising. This term signifies that every individual in our community has a voice and an important part to play in driving progress and fostering collaboration. By choosing to be a WLA ambassador, you are not only benefiting from the community’s resources and support, but also contributing to progress that transcends individual interests, helping to create a more inclusive financial advising profession.

 

If you are passionate about changing the conversation, pushing boundaries, and effecting change and you would like to be a part of a community that promotes empowerment for women in the financial advising profession, we invite you to join us. Together, we can make a lasting impact and pave the way for a more inclusive and equitable financial advising industry.

Who is eligible to join the WLA Ambassador community?

 

If you’re passionate about supporting women’s progress in the profession as an advocate or an ally, the WLA Ambassador community is for you. Join as a current or future financial advisor, or as an advocate or ally who believes that the profession itself will be elevated as more women have a seat at the table.
Our purpose is to foster an inclusive, dynamic environment where members can access valuable resources and can collaborate, exchange ideas, and collectively propel women’s progress in this industry.

 

If you are passionate about changing the conversation, pushing boundaries, and effecting change and you would like to be a part of a community that promotes empowerment for women in the financial advising profession, we invite you to join us. Together, we can make a lasting impact and pave the way for a more inclusive and equitable financial advising industry.

Can men join or are WLA Ambassadors all women?

 

Women, men, and non-binary partners all play a vital role as advocates and allies in the journey to equity and inclusion. Men who join us as WLA Ambassadors can be important voices in helping to change the conversation in the financial advising industry to one that engages and empowers more women. We’re happy to invite a wide diversity of partners to support and participate actively in this community. Become part of the movement today!

What are the benefits of being a WLA Ambassador?

 

Access to business and personal development resources including webinars, courses, and an array of tools, templates, and checklists. These will be developed over time as our Ambassador community shares what types of tools will be most meaningful.

 

  • Exclusive invitations to WLA Ambassador Community Conversation panels and events, fostering insightful discussions and connections.
  • Forge meaningful connections and expand your professional network through access to the WLA Ambassador Community Directory.
  • Seize the opportunity to recommend mentees and universities for WLA-funded programs, contributing to the advancement of aspiring professionals.
  • Recognition on the WLA website and in your own promotional materials as a WLA Ambassador, showcasing your dedication to women advancing women in the FA profession.

Aside from the annual fee, what commitments will I be expected to make as an Ambassador?

 

All WLA Ambassadors are expected to champion our mission to attract, develop, and advance women in the financial advising profession. Additionally, all Ambassadors agree to be included in the WLA Ambassador Network directory.

 

Beyond that, opportunities to engage in community activities will be up to each individual ambassador based on their interests and capacity.

Is my annual fee tax-deductible?

 

The modest annual membership cost for Ambassadors is not a tax-deductible donation. This fee helps to cover the cost membership resources provided as a benefit of this program.

We are very grateful that many of our Ambassadors are also WLA donors and these contributions are recognized as a tax-deductible donation to our 501(c)3 organization.

What is an Ambassador Circle?

 

In 2024, we will offer Ambassadors living in the same community or region the opportunity to organize circles of support and advocacy together using WLA Ambassador tools and resources. Ambassador circles will join forces to champion needs and opportunities specific to your community.

Stay tuned for more details on this exciting additional collaborative opportunity!

Where can I get other questions about the Ambassador program answered?

 

As we roll out this new community, we want to hear from you! We’re here to answer your questions and listen to your ideas regarding this exciting new community!

Feel free to contact us at [email protected].