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Article Archive

Combining Girl Talk & Money Talk

Judi Hernandez began longing for something more a few years ago. Read how Judi uses conversation circles to empower, educate and engage women in the management of their personal finance.

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My Exit, My Feelings Part II

Finding the right person to take over the business they built over a lifetime can feel like finding a needle in a haystack. It has taken years of planning to make this happen.

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My Exit, My Feelings Part I

There is a lot of talk in our industry about the retirement of the first cohort of financial professionals. I am one of them.

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9 Lessons Learned

As a woman in a male-dominated field, the early days of my career in the industry were interesting, to say the least. While I certainly received my share of patronizing and sexist comments, some of my best advocates were men.

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Are You Opening the Door for Hackers?

You might think the most common breaches of cybersecurity are from hackers who have devised a complex way to sneak onto your network through the “back door.” But the truth is, most business-related cybercrime is the result of employees unlocking the “front door” and inviting thieves in with seemingly innocent, everyday activities.

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Empowering Women to Excel

From an early age, I’ve always loved working. I especially enjoyed getting things started, leading people and organizing events and figuring out how to make things better. Whether I was helping my neighbor clean her house for a few bucks, starting a club in my neighborhood, organizing the kickball game or adding props to my third-grade stories, these traits have helped me throughout my career.

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4 Areas to Consider for a Revenue Diagnostic for Your Practice

4 Areas to Consider for a Revenue Diagnostic for Your Practice

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Aging in Place

You’ve likely counseled your clients and their families on managing assets to cover the cost associated with assisted living or retirement communities. If they came to you for guidance on planning for themselves or a loved one to be able to stay in their home with the proper resources, would you be prepared to help?

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Protect Your Clients and Your Practice with Cybersecurity Diligence

What financial advisors should know about digital security

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