Women Advisors

1292 members

Curious, what city and state do you ladies work in? Do you like/dislike and why/why not?

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One of my biggest fears is having the first or second day of my period on the same day as an important meeting. Mine is irregular so I can’t reliably plan around it and pain is debilitating—continued-

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Anybody have CFA study material that I can use???

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As a woman, how do you stay in touch with prospects and build rapport? I’ve tried doing regular lunches/coffees and it just results in the prospect eventually asking me out and it’s REALLY frus

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Anybody have Series 24 study materials they want to get rid of?????

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For all the moms, how do you manage this job with a newborn? Some days are easier than others for sure, but most days I just feel guilty

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What do you all do to unwind from a busy work week? Feel like I haven't really made time for myself lately and looking to do something nice for myself!

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What's your end career goal? I'm at a loss on where to navigate my career to next

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Has anyone here attended any conferences related to our field? Looking to attend one and think it can be a networking opportunity but afraid it'll just be a boys club the entire time I'm there

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Who here has a mentor and how did you find your mentor? I'm in the process of searching for one but am having a hard time finding a female mentor 😔

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Has anyone pursued any treatments, hormonal or otherwise, to get rid of your period? Just think how much more money we would all earn if we weren’t in debilitating pain every month

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Has a male client ever said or done anything that's made you uncomfortable? What did you do in this situation? Have a client who seems to be a little too friendly sometimes eps w/ my appearance

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Has anyone heard of Brittney Castro, CFP in Los Angeles? What an inspiring young lady! She’s incredible at marketing herself

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CFP, asking advisors out more than five years... has it really made a difference in your career growth/AUM and how clients perceive you? I guess I’m asking, was it really worth it?

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Anyone else taking the CFP in November?

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What’s Transamerica? At a ladies networking event.

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Think I want to sit for the series 24. Any recommendations for study materials?

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Anyone use Adri Miller? Costs? Did you see an improvement in production?

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I have long hair and sometimes like to wear it in a ponytail to work. Do you think a ponytail looks unprofessional?

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Ladies, anyone sitting on For Profit boards? If so, what’s your perspective and how did you secure the seat?

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