Ask Rebecca Wolman how she landed her first job at a wealth management firm right out of college and you’ll get a story of intuition and persistence. When she graduated from Virginia Tech in the spring of 2021, she had no job lined up. In...
In the post-COVID world, with more women outliving the men in their lives and women bearing the brunt of COVID unemployment, financial literacy and planning is more relevant than ever. It is important now to attract new talent and retain female CFP® professionals as women...
The pandemic, and everything else 2020 threw at us, wasn’t going to hold Katherine Robinson back from realizing her dreams. In a backyard ceremony with all her guests watching on Zoom, she got married....
Dear Friends and Colleagues 2020 – hmmm…. where do we start? Undeniably, it was a year like no other. Our plans were cancelled. Our lives were changed. And despite all of the obstacles thrown in our way (homeschooling, mask-wearing warriors), we all moved forward. Think of it...
When she started college, Kayla Walter “had no idea what a financial planner or financial advisor was.” Sure, friends and family knew that Kayla was majoring in Finance, but when she said, “I want to be a CFP®,” they often asked, “What’s that?” Fortunately, Kayla...
It’s so easy to dwell on the challenges of 2020. There have been a lot! But there have also been many successes. ...
It’s a sobering fact: just 16% of financial advisors are women. The good news is the Women’s Leadership Alliance is working diligently to boost that stat. “We’re not going to give up on this,” vows WLA member Crystal Alford-Cooper, CFP®, CFA®, CRC®. “Is it moving...
The WLA is proud – but not surprised – to announce that two of our Vice Presidents were recently named “Women of Distinction” at the 26th Raymond James Women’s Symposium....
Whether they’re caring for kids or clients, working mothers are crushing it in 2020...
They smashed the glass ceiling, back when financial advising was almost exclusively a white man’s business. Now, industry pioneers Margaret Starner and Lynne Wright are being recognized for their leadership in gender diversity...