28
Aug
Ambassador Rack Card Download
Use this WLA rack-card as an advocacy tool for your next speaking engagement on the FA career path!...
Author: Stephanie Gularte
22
Aug
Download: Speaker’s PowerPoint: A Fulfilling & Empowering Career
Use this PP template as a guide for your next speaking engagement on the FA career path...
22
Aug
Community and Conversation – What is the Depth of Your Yes?
Are you prepared to say “YES” to more love, health, success, happiness, and creativity? You can find the depth of you answers in this inaugural Community and Conversation exclusive to WLA members. ...
22
Aug
Talk to your alma mater about the FA career path
Ambassador and WLA Board of Director member, Sherri Stephens, speaks to Flint School of Management students about pursuing a career in wealth management. ...
22
Aug
Zoom: Welcome Ambassador’s Workshop
November 2, 2023 - Zoom Video recording of Welcome Ambassador's Workshop...
22
Aug
Webinar: Building a Niche as a Certified Divorce Financial Analyst®
Kathleen Miller, CFP®, CDFA® and Carol Lee Roberts,CFP®, CDFA® CeFT® share insights and opportunities for women in the financial advising profession to empower women who are navigating divorce....
12
Aug
2024 Guide to Client Appreciation
Exclusive to WLA Ambassador community members, this guide has been curated to help you choose that special gift to your clients for every occasion....
12
Aug
2024 Plan & Prepare
Plan and Prepare 2024: an at-a-glance planning tool for WLA Ambassadors...
12
Aug
Webinar: MOM-ing & Advising
An honest conversation about Motherhood and the Financial Advising Profession...
12
Aug
Webinar: Video Marketing Bootcamp with Idea Decanter
Idea Decanter Co-founders and video experts Sharon Gottula and Laura Garfield will share the secrets they use to coach advisors every day to grow your business, ...