14
Dec
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 many successes. ...
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...
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....