Securities America Women Advisors Connect

Article Archive

Attracting Millennial Investors

Every day, you help clients create and implement strategies designed to give them a secure and prosperous future. But are you taking the time to form a plan to ensure the future growth and success of your practice? Or are you so focused on serving investors who have already accumulated wealth that you are ignoring a generation with tremendous potential to acquire wealth?

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What’s Your Plan?

After years of telling clients they needed a plan, Advisor Pat Hinds discovered she needed a plan as well. Learn more about her succession experience.

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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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LIWF Symposium Filled With Valuable Tools and Takeaways for Women Advisors

Securities America’s top women advisors, female home office leaders and several executives attended the sixth annual Ladenburg Institute of Women & Finance Symposium.

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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 several 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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