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

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

Posted at 10:06h in Blog, You Are Not Alone by

What’s changing in financial planning during COVID-19? Everything.

WLA Board Member Kathleen Miller talks about navigating clients’ changing priorities… from saving and spending, to travel and charitable giving.

She urges her female colleagues to make themselves a priority, something she has learned first-hand.

Oh yeah, and don’t forget to laugh! Especially on a zoom call.

That’s all in this installment of the “You Are Not Alone” series.

For more perspectives from female advisors, click here to see interviews with Tracy Vaughn, Judith McGee, Sherri Stephens, Kimberlee Bouska, Kalita Blessing, Margaret Starner, Danielle Page, and Mary Carter.

 

Print page
Michelle Danielson
[email protected]

Michelle brings nearly 20 years of experience in the financial services industry to the role of executive director of the WLA. She began her career at Northwestern Mutual Insurance, then joined Raymond James as a branch operations manager where she spent seven years overseeing the branch’s operations and compliance activity.