24
Oct
“WORKING MOMS” ROCK. (BUT WE REPEAT OURSELVES.)
Whether they’re caring for kids or clients, working mothers are crushing it in 2020...
14:27 /
Blog
Author: Michelle Danielson
22
Oct
Diversity & Inclusion Awards
They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s business. Now, industry pioneers Margaret Starner and Lynne Wright are being recognized for their leadership in gender diversity...
20
Oct
A “PANDEMIC” OF POSITIVE CHANGE.
Change isn’t easy. But it is the one constant in life. Recently, WLA President Kalita Blessing attended the virtual JP Morgan Women’s Leadership Day, designed to foster diversity and inclusivity in financial services and the world we live in. Click here for some inspiring takeaways from the event. https://leadershipday.jpmchase.com/...
14:57 /
Blog
10
Oct
Need a Mentor? These Female Financial Advisors Agree
In 2000, Dr. Pamela Grey of Jacksonville, Florida launched her financial advisory firm. Then, she explains, “A couple of years ago, when I had reached a point in the maturity of my practice, I just felt this calling to teach and give back.” That calling...
17:08 /
Blog
15
Sep
7 Tips for College Women Considering a Career in Financial Advising
Crystal Alford-Cooper, CFP®, CFA®, CRC® offers four pieces of advice for anyone considering a career in financial advising: “Number one: it has to be something you want to do, that you feel you have a passion for. This isn’t the type of career you just...
13:35 /
Blog
17
Aug
A Mentor Can Make all the Difference in Financial Planning
Mentors aren’t just for newbies. Ashley Warne, CFP® had been working as an advisor for more than six years when she was paired with Pamela Grey....
11:27 /
Blog
27
Jul
“You Are Not Alone” Series: A conversation with Kathleen Miller
WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities… from saving and spending, to travel and charitable giving....
17
Jul
“You Are Not Alone” Series: A conversation with Danielle Page
“I just want to see your face!” In the world of social distancing, WLA Board Member Danielle Page encourages her team to get on the Zoom call even if their hair isn’t done....
16
Jul
How a Top Raymond James Advisor Runs Her ‘Invitation-Only’ Practice
Margaret Chow Starner, based in Miami, tells ThinkAdvisor that market crashes are like hurricanes: Her clients "know the drill."...
14:55 /
Resources
02
Jul
“You Are Not Alone” Series: A Conversation with Mary Carter
Peek inside WLA Board Member Mary Carter’s toolbox.. her real one… and see what tools she’s using to handle the COVID-19 crisis....