Article Archive

Lead Generation That Works

In the early days of the financial advice profession, advisors 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 advisors now incorporate new methods of lead generation within the following areas:

LIFT Mentoring Program for Women

Today’s women enjoy a supportive sisterhood with female colleagues. Mentoring is a valuable way to network, collaborate and form deep friendships. Four female advisors share experiences of their mentor/mentee relationships.

Female Financial Planners Plan Their Own Work-Life Balance

Financial planners help clients manage their financial lives, balancing their goals, circumstances, risk tolerance and need for growth. Four women recently shared how they manage their businesses while making time for families, friends and relaxation.

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.

Fifth Annual Women & Finance Symposium

This dynamic symposium brings together a community of top women advisors to learn new ideas, network and get even better at serving their clients and leading their staff.

Combining Girl Talk & Money Talk

Despite her successful financial planning practice, Advisor 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.

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.

My Exit, My Feelings Part I

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

4 Simple Steps to Help Protect Your Firm from Hackers

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.