Author: Michelle Danielson

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Giving back comes naturally to Laura Webb, a Certified Financial Planner® from Asheville, NC. She already serves on the board of the Friends of the Smokies – a non-profit that works to preserve and protect Great Smoky Mountains National...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Meet Kate Starkey & Traci Richmond Mentors. Like sherpas who expertly lead hikers to the top of Mount Everest, they’re the wise, trusted guides we all need to succeed in business– and in life. Facebook’s Mark Zuckerberg had Steve Jobs....

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Deftly scaling the ranks of Raymond James, Jodi Perry is now overseeing enough people to fill a large cruise ship (4,551at last count). Her new helm: Raymond James Independent Contractors Division where she was named President in June. Like...

 [vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] “Lonely.” That’s the word Kate Starkey uses to describe how it feels to be a woman in the financial advising industry. Though she’s taking over a business established by her father and mother and was raised with a female...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] The WLA chose as our first program offering a carefully crafted, small group mentoring pilot designed around providing formal training for mentors as well as focusing on helping mentees achieve their individually set goals and objectives. We chose this...

[vc_separator type='normal' position='center' color='' thickness='20px' up='' down=''] Time and again, the well-dressed, successful women gathered at the Kennedy Center on Saturday, May 19th repeated the word “pioneer.” Those with the CFP® credentials trailing their names and the profitable advisory practices were quick to give credit to...

The World Economic Forum (WEF) 2018 is kicking into action in Davos, Switzerland and CNBC has the lowdown on what you need to know about the event, its participants, the food, security and coverage....