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....
Exclusive to WLA Ambassador community members, this guide has been curated to help you choose that special gift to your clients for every occasion....
Plan and Prepare 2024: an at-a-glance planning tool for WLA Ambassadors...
An honest conversation about Motherhood and the Financial Advising Profession...
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, ...
Developing and communicating a clear brand...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] Jill C. Griffith, AAMSTM, CDFA® Financial Advisor, Certified Divorce Financial Analyst® Stewart and Evans Wealth Management Group of Raymond James Meet WLA Ambassador Jill Griffith from Greenwood, IN, a dedicated mom, (to son Colton and rescue pup, Tater Tot) and advocate...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®, ChFC Have you ever had a friend who was a part of almost every important event in your life? Someone you loved and...
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="full_width" angled_section="no" text_align="left" background_image_as_pattern="without_pattern"][vc_column][vc_column_text] HER PATH, Cydney’s Journey, Part Two: She’s on her way! Cydney Gutridge is a new financial advisor and WLA Ambassador who is sharing her early-career path with us. And you won’t believe what Cydney’s accomplished since we last heard...
Kaylee Smith, UNF grad, WLA intern alum, and future CFP “An investment in knowledge always pays the best interest.” -Benjamin Franklin That's certainly true for Kaylee Smith; she studied investments in school but has learned through her internship that building relationships with clients is her true net...