0 visitor like this article | Viewed 2237 times | 0 comment
Summary: Encouraging more women and people of color to build careers in the financial advice business will require firm leaders to intentionally make their organizations more inclusive and supportive of different cultures, according to a diverse industry panel speaking on an InvestmentNews webcast.
0 visitor like this article | Viewed 2217 times | 0 comment
Summary: Happy clients do business. They refer their friends. One way of keeping them happy is letting them know you care about them.
0 visitor like this article | Viewed 2307 times | 0 comment
Summary: In this week’s BEST OF compilation episode, you’ll hear from some amazing leaders working in the RIA industry, who all happen to be women. They share from their profound wealth of knowledge, and we cover all sorts of topics, including –
A Market-Cooperative Business Model
Why The Best Deals Require the Best Partners
RIA Matchmaking
And more!
0 visitor like this article | Viewed 2376 times | 0 comment
Summary: I remember it like it was yesterday. I was a young investment advisor at a large firm. I had landed there after a long stretch applying for jobs in management consulting, technology, sales and elsewhere in finance. The soft echoes of the consistent “no’s” that I had heard in response to 265 applications still were close enough in my frontal cortex that I felt the pressure to prove myself day in and day out.
0 visitor like this article | Viewed 2258 times | 0 comment
Summary: The most amazing thing about crisis is how beauty emerges in the aftermath. Most of the world has been living through fires and floods, pestilence and economic collapse, extrajudicial killings and righteous protests by thousands.
