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Women In Wealth Management

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I’m a client associate, I just changed companies and I’ve realized I probably made a mistake. I’ve been an associate for about 4 years, is there any other positions I would be qualified for? I feel li… more

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Calling all business women! Due to the circumstances of the pandemic, I now work entirely remotely, & my firm has been able to expand nationwide. I’m looking to hire likeminded, ambitious individuals in the money business 🤑 You can start part time, it’s very lucrative, & we offer an incredible training & mentorship program. Please reply if you’re open to go into more detail!

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I have struggled throughout my career with being too "nice" - and find that people can misinterpret this in a variety of ways. Have you dealt with this?? I'm wondering where the line is … more

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❤️ Pay it Forward: Drop a piece of advice or wisdom that has really helped you as a woman in wealth management! Help another user and pay it forward! 👇

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Best de-stress advice? I've gotten into a rut and am definitely relying too heavily on wine...

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What would be a comparable salary/bonus for someone 15 years in the industry as an associate with a CFP... client service but no business development experience? @northwestern mutual

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Mamma advisors- I’m 2 weeks from my due date! I’m with a small RIA that’s never dealt with maternity leave before, so the expectations are a bit blurry. Any advice to impart?

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What’s the best study material for a series 24?

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Looking for some suggestions on how to continue to build my book. I'm still relatively new to having my own clients and keep getting in my head that I'm not doing enough and growing quick eno… more

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Ladies — new to the industry and received some sexist comments the other day. What is a good, respectful response without having to repress our female voice? Care to share your experience?

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How are you all managing? Wfh or still in the office? I'm wfh with my husband in a 1-bedroom apartment. Slowly losing my mind. But I am being more diligent about working out.

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Took advantage of my self-isolation to fully marie-kondo my apartment. Now I need to take a giant pile of stuff to Goodwill. I guess it will sit in my closet until this coronavirus situation clears up

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I've never been so bullish on remote work and entertainment apps. I'm watching about 300% more Netlix. Anyone else?

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For those wfh due to the coronavirus situation- any recommendations for at-home workout routines? Preferably online programs with instructors, I need someone telling me what to do. Thanks!

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Very frustrated that a lot of papers aren't lifting their online paywalls on coronavirus coverage. I know I've passed my limit of free articles SF Chronicle but this is a quasi national emerge… more

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Did your firms do anything you found meaningful for IWD? I fear it's becoming for women what Valentine's Day is to true love...commercial, self-congratulatory. I may be overly-cynical

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Some schools near me (Seattle) are closing due to coronavirus. I don't know what to do if my kids will be home- I can wfh but will need a sitter. Who can I ask to sit in this situation? Any advice… more

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Anyone here think Harvey Weinstein will actually serve jail time or will he spend most of his remaining life in hospitals? I doubt his white collar jail cell will be that bad even at Rikers

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PSA: vote411.org has good info on local races including judges etc., you can search by geography. They include inf… more

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How are you all addressing clients' stresses about the markets given the coronavirus situation? Aside from investment advice- on a personal/emotional level.

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

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???

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

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!

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

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

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?

What’s Transamerica? At a ladies networking event.

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?

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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