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In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.
May 11 -
“This virtual program will fill a major a hole left by internship cancellations,” says FPA President Martin Seay.
May 6 -
Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
March 12 -
At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.
August 28 -
With any level of success comes visibility, and with that comes a responsibility to lift up others.
August 272050 Wealth Partners -
Seeking out talent in unlikely places and helping it grow will yield impressive ROI.
August 7 -
We’ve reached the point where we need to move beyond the ad hoc approach that has previously characterized professional development.
July 15Cruz Consulting Group -
The message I heard was loud and clear: “You can’t be a financial planner because you are a masculine-presenting lesbian.”
June 24SmartPath -
Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.
May 8 -
The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.
May 3