Securities America Women Advisors Connect

Article Archive

Don’t Get Hacked

Cyberattacks are grabbing more national headlines than ever. Cybercriminals attack anonymously from IP addresses that bounce all over the globe, stealing personal information and identities from individuals, nonprofits, corporations and governments.

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Unique Business Building Opportunity for Female Advisors

If you’ve ever talked to Vickie Garcia, you know her enthusiasm is infectious. This is especially true when she talks about her newest marketing opportunities.

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Stress Got You Tied Up in Knots?

If increasing regulations, turbulent markets, demanding clients and the day-to-day grind of running a business have you tossing and turning more than usual at night, you’re not alone. Learn simple techniques to help you unwind.

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When Good Clients Make Bad Decisions

Behavioral financial advice equips you to guide clients through emotional ups and downs.

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Empowering Women to Achieve Financial Security

Women now control over half of the nation’s personal wealth, and many predict that percentage will grow to two-thirds by 2030. Despite these gains, many advisors fail to fully recognize female investors’ unique challenges and desires.

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All in the Family: When Your Continuity & Succession Plan Involves Family

They have the appropriate education and understand the business.

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Multi-generational Planning Strategies

The United States is on the cusp of the largest intergenerational wealth transfer in history. Over the next few decades, roughly $30 trillion in assets will pass from the biggest and wealthiest generation ever, the baby boomers, to their Gen X and Y offspring.

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Recognizing early signs of diminished capacity in clients can prevent tragedy

Over the years that the elderly widow had been her client, Kimberly Kropp had developed a unique bond with her. Like most advisors, Kropp, the co-owner of Moylan-Kropp Financial Services in Omaha, Neb., kept a busy schedule. Even so, she always made time to drop by the woman’s home to go over her finances, balance her checkbook or provide some welcome company.

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Lead Generation That Works

In the early days of the financial advice profession, financial professionals grew their businesses through cold calls, newspaper ads and mass direct mail campaigns. Because those old strategies aren’t as effective in our current environment, most successful financial professionals now incorporate new methods of lead generation within the following areas:

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Lead, Grow, Inspire

Every interaction that is more than passing is part of your network. In some ways, networks are like seeds: some blow in, take root and flourish; some we deliberately plant and nurture and some blow out again, never taking root.

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