Author: Michelle Danielson

I am failing and I need your help. Last spring I attended the Tiburon CEO Summit, which brings together high level executives from the biggest financial advisory firms in the country. The highlight is always Chip Roame’s State of the Industry presentation, where he barrels...

For an industry that prides itself on mastering risk management, finding value and uncovering arbitrage opportunities, I think the financial services sector is falling flat. Why? Because most firms are overlooking one of the biggest investment opportunities ever: women....

While relationship management is extremely important, replenishing the client base and growing the business is vital for the future of each firm and its clients. Women must develop a full skillset that includes business development....

The WLA is celebrating our first anniversary as a 501c3 nonprofit organization! This past year has been a busy one for us – we hired an Executive Director and expanded our board to 10 members, including a representative from the Investment Advisors Division.   We are pleased...

As our first initiative, the Women’s Leadership Alliance chose to pilot a program where we deliver comprehensive training and ongoing support to a group of Raymond James women advisors who expressed interest in becoming mentors or mentees. Our program is called “The WLA Leadership Initiative...