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The 5 Phases of Caregiving

View for more information on the 3rd Annual Ladenburg Institute of Women and Finance Symposium.

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Nan’s Success Story: Connecting with Clients Through Stories

Stories are at the heart of everything financial advisor Nan Cohen does with her business. Cohen began in the financial services industry in 1994 after growing bored of retail. Her financial advisor at the time, Alan Yanowitz, suggested she look at a financial services career when she decided to sell her chain of candy stores

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Andi’s Success Story: Kang Uses Marathon Experience to Help Her Clients & Build Her Practice

“You don’t just wake up one morning and decide you’re going to run 26.2 miles,” Kang said. “To run it well, you have to think about the course, the elevation. You have to feed yourself well and pace yourself. Around the 20th mile, your body will hit the wall; it doesn’t want to go any farther. But if you’re prepared, your mind pushes you forward that last 6.2 miles, and you can run it even faster.”

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How Women Advisors Can Get More Comfortable with Promoting Themselves

Many women feel less comfortable promoting their self-interests at the expense of others, according to research by Lisa Barron, Ph. D., of the University of California, Irvine. As small business owners, it may seem natural for women financial advisors to promote themselves and their businesses, but they can typically do so comfortably by remaining true to themselves and staying client-focused.

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Finding Success with Satisfaction

Minoti Rajput, CFP®, began working in financial services in 1974 in India before moving to the United States in 1980. While she was fairly successful during her first decade doing business, it wasn’t until 1990 that she found what she needed to propel her business to be the success it is today and feel truly satisfied in her work.

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Janice Thompson Success Story

A naturally gifted organizer, Janice Thompson found her passion in 1992 after receiving her own financial plan from an advisor. Having a direction for her financial future inspired her so much, she asked the advisor if she could work for him for free to learn the process herself – even though she already had a full-time marketing job.

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