Blog

Protected: Navigating Success: Sydney’s Voyage on the Financial ConNEXTion Educational Cruise

“The journey is just as important as the destination. The connections you make, the knowledge you...

Meet the Future Faces of Financial Advising

Meet the future faces of Financial Advising! The Women's Leadership Alliance highlights the...

Two groups for women financial advisors unite forces

Two groups for women financial advisors unite forces By   Tobias Salinger October 23, 2024  ...

HER PATH: Jill thrives in her dual role as a Financial Advisor and Practice Business Manager

Jill C. Griffith, AAMSTM, CDFA® Financial Advisor, Certified Divorce Financial Analyst® Stewart and...

HER PATH: Kathleen Miller, Inspirational advisor, author and pioneer

A Tribute to My friend, Kathleen Frost Miller, MBA, CFP®, CDFA by Judith A. McGee, L.H.D., CFP®...

HER PATH, Cydney’s Journey, Part Two: She’s on her way!

HER PATH, Cydney’s Journey, Part Two:  She’s on her way!   Cydney Gutridge is a new financial...

HER PATH: Christine Mills is passionate about empowering others

Her Path: Christine is a financial planner wearing many hats   Christine Mills, AAMS, Financial...

Follow Cydney’s journey as she begins HER PATH as a new financial advisory

HER PATH, Cydney's Journey, Part One: "You Can Be What You Can See" Follow Cydney Gutridge's path as...

Top Wealth Management Advisor Shares Her Heart with the WLA

Top Wealth Management Advisor Shares Her Heart with the WLA as a Chief Operating Officer to the...

Starting a New Chapter: Fara Grim

It's a new year, a new blog post, and authored by a new member of the WLA team!   “There is...

REAL-WORLD EDUCATION: WLA’s partnership with University of North Florida provides curated internship experiences 

Kaylee Smith, UNF grad, WLA intern alum, and future CFP “An investment in knowledge always pays the...

HER PATH: Casey’s bold step of making a mid-career change to become a financial advisor

“No more ‘Sunday Scaries’” Casey Sage shares her story about taking the bold step of making a...

HER PATH: Ellenore reentered the workforce and found balance and success as a financial advisor

Ellenore Knight Baker believes, “If there's anything in the world that you need, it's people who...

Two Sisters, Two Different Paths to Becoming Financial Advisors

WLA Executive Director, Stephanie Gularte sat down with Liza McDevitt and Grace Loveland, sisters...

HER PATH: “We can’t give up.” Crystal found her path through inspiring mentors.

“We can’t give up.” That’s the message from Crystal Alford-Cooper, Vice President at Law &...

Financial planning found me: Melissa had a liberal arts education.

Sometimes you are lasered focused on a vision for your future. And sometimes you fall into the...

’I wonder what I’ll do next’: Traci’s mid-career change was the best decision she ever made.

Pivoting has been called, “a change in strategy without a change in vision.”...

’I put the pieces together’: Katherine found work/life balance as a financial advisor.

They say that if you choose to do something you love, you’ll never work a day in your life...

Practical Advice to Build a Proactive Practice via the WLA Mentorship Program

I had just hired an assistant and was really disorganized with my business. I didn't have a project...

WLA Mentorship Helps Advisor Get Over “Imposter Syndrome”

Financial Advisor Jill Griffith, AAMS® explains why the WLA Leadership Program made a difference in...

New Executive Director Brings Passion & Possibilities to the WLA

Women’s Leadership Alliance is proud to welcome Stephanie Gularte as our new Executive Director...

Changing the Conversation in 2021: Our Year in Review

Margaret Starner and Kimberlee Bouska step in front of the camera to share with you some important...

3 Tips to Get Your Foot in the Door: Advice from a Recent Grad and Top Financial Advisors

Ask Rebecca Wolman how she landed her first job at a wealth management firm right out of college and...

Report Finds CFP® Certification More Valuable than Ever to Female Advisors

In the post-COVID world, with more women outliving the men in their lives and women bearing the...

How the Leadership Program Helped a Mentee Thrive through the Pandemic

The pandemic, and everything else 2020 threw at us, wasn’t going to hold Katherine Robinson back...

2020 WLA Annual Donor Report

Dear Friends and Colleagues 2020 – hmmm. where do we start?   Undeniably, it was a year like no...

What’s Your Mental Picture of a Financial Advisor?

 When she started college, Kayla Walter “had no idea what a financial planner or financial advisor...

Celebrating 2020’s Successes

It’s so easy to dwell on the challenges of 2020. There have been a lot! But there have also been...

In a Male-Dominated Industry, Women Vow to Change the 16% Statistic

 It’s a sobering fact: just 16% of financial advisors are women. The good news is the Women’s...

WLA ROLE MODELS, WOMEN OF “DISTINCTION”

The WLA is proud – but not surprised – to announce that two of our Vice Presidents were recently...

“WORKING MOMS” ROCK. (BUT WE REPEAT OURSELVES.)

Whether they’re caring for kids or clients, working mothers are crushing it in 2020...

Diversity & Inclusion Awards

They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s...

A “PANDEMIC” OF POSITIVE CHANGE.

Change isn’t easy. But it is the one constant in life. Recently, WLA President Kalita Blessing...

Need a Mentor? These Female Financial Advisors Agree

In 2000, Dr. Pamela Grey of Jacksonville, Florida launched her financial advisory firm. Then, she...

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...

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...

“You Are Not Alone” Series: A conversation with Kathleen Miller

WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities from saving and...

“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...

“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...

“You Are Not Alone” Series: A conversation with Tracy Vaughn

Board member Tracy Vaughn learned a valuable life lesson about facing life’s challenges and how to...

“You Are Not Alone” Series: A conversation with Sherri Stephens

Having confidence doesn’t mean you know all the answers. At trying times like these, experienced...

“You Are Not Alone” Series: A conversation with Judith McGee

RVs are "having a moment." Drive-in movies are "having a moment." It's even been said that our ovens...

“You Are Not Alone” Series: A conversation with Kimberlee Bouska

It’s one thing to work from home during a pandemic. It’s another thing entirely to be working from...

“You Are Not Alone” Series: A conversation with Kalita Blessing

How are you taking care of yourself right now?...

“You Are Not Alone” Series: A conversation with Margaret Starner

For financial advisors, especially if you’re new to the industry, the COVID-19 waters feel very...

Everything you wanted to know about hosting Zoom meetings (but were afraid to ask)

Missed our Live Zoom Event? The beauty of Zoom is that we recorded the webinar and you can watch it...

COVID-19 Survival Kit: Part 2 Plan for Success

Supermarket shelves picked clean of toilet paper. Times Square looking like a ghost town. Healthcare...

COVID-19 Survival Kit: Part 1 Crisis Leadership

Leading a remote team? That’s tough enough. Leading a remote team during a global pandemic while...

2019 Donor Report

Dear Friends and Colleagues, 2019 saw the continued advancement of the Women’s Leadership...

United We Stand

  The coronavirus pandemic has disrupted virtually every aspect of daily life. For financial...