Carla Smith

As a self-proclaimed marketing enthusiast with a degree in Entrepreneurship, Carla is a creative thinker and problem solver. When she joined a financial planning firm as a marketing\/communications specialist, she delivered a new perspective on the problems that marketing in the financial industry brings. Her successes have lead her to the Women Advisors Forum to address a growing issue for advisors — providing clients the concierge communication they desire, within the time constraints of a busy advisor's schedule.