East Meets West (Coast) Ashley Warne & Dr. Pamela Grey Statistically, women outlive men, and they control 51% of personal wealth in the United States. Sounds like we live in a women’s world, right? Not when 84% of financial advisors are men. That gender gap means the...
“Dream small,” said no one ever. We all want to thrive in our professional lives, but how do we get there? Like the best friend who pushes you to step outside your comfort zone, or the coach who tweaks your tennis swing, mentors can play a...
“I like to say that financial planning found me, and I’m so appreciative of that opportunity,” ~Melissa Joy, Pearl Planning...
What do you want to be when you grow up? Some of us just “know” from an early age. Others take a more circuitous route. For Traci Richmond, motherhood – and having a mother who was a role model – inspired her to swap one career...
Mark Smith is a supporter of the Women’s Leadership Alliance. But that’s not surprising – he’s the son of an inspiring woman. “Everything I have I owe to my Mom,” he says. “She worked so hard to give us a solid upbringing. Because of how hard...
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 Park. So, it’s not surprising that while...
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. Microsoft’s Bill Gates has Warren Buffett....
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 most stories of success, Perry’s started...
“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 showing her what was possible, Kate...
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 as our first initiative after extensive...