Securities America Women Advisors Connect

Article Archive Category Archive: Community Contributors

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.

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Paula’s Success Story: Smart Woman, Smart Business

In the 1970s and ’80s, as the gender workforce gap began to close, women flocked to the financial services industry. One such woman was Paula Dorion-Gray, a CERTIFIED FINANCIAL PLANNER™ professional from Crystal Lake, Ill. At age 30, she found herself the divorced mother of three small children.

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Kim’s Success Story: Overcoming Adversity to Flourish Lasting Legacy

When Kimberly Kropp chose to major in special education at Wayne State College in Nebraska, she had little idea her eventual career path would take her so far from the classroom – or that her teaching skills would become so critical to her success.

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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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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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