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...
Change isn’t easy. But it is the one constant in life. Recently, WLA President Kalita Blessing attended the virtual JP Morgan Women’s Leadership Day, designed to foster diversity and inclusivity in financial services and the world we live in. Click here for some inspiring takeaways from the event. https://leadershipday.jpmchase.com/...
In 2000, Dr. Pamela Grey of Jacksonville, Florida launched her financial advisory firm. Then, she explains, “A couple of years ago, when I had reached a point in the maturity of my practice, I just felt this calling to teach and give back.” That calling...
Crystal Alford-Cooper, CFP®, CFA®, CRC® offers four pieces of advice for anyone considering a career in financial advising: “Number one: it has to be something you want to do, that you feel you have a passion for. This isn’t the type of career you just...
Mentors aren’t just for newbies. Ashley Warne, CFP® had been working as an advisor for more than six years when she was paired with Pamela Grey....
WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities… from saving and spending, to travel and charitable giving....
“I just want to see your face!” In the world of social distancing, WLA Board Member Danielle Page encourages her team to get on the Zoom call even if their hair isn’t done....
Peek inside WLA Board Member Mary Carter’s toolbox.. her real one… and see what tools she’s using to handle the COVID-19 crisis....
Board member Tracy Vaughn learned a valuable life lesson about facing life’s challenges and how to use the momentum to propel you to success. She had to compete with her much more athletic daughter to figure it out. But she survived and is here to...
Having confidence doesn’t mean you know all the answers. At trying times like these, experienced financial advisor Sherri Stephens wants other women to remember that, “It’s okay not to know all the answers.”...