Tag Archives | women CFPs
??????????????????????????????????????????????????????????????????

More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal. Many people looking for a financial professional feel women are good listeners and can better understand and address their money […]

Read full story Comments { 0 }
CFA Dinner

Paving The Way For More Women In Financial Careers

Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

Read full story Comments { 0 }
CFP logo gold

High Anxiety: Preparing For The CFP® Exam

I took the CFP® exam so many years ago I scarcely remember it, but the hours of study, and the discipline needed to master chapter after chapter, all came back to me when I read a column by a current CFP® candidate who wrote about failing the exam her first time around. “Studying for the […]

Read full story Comments { 0 }
Claudia-Gonzalez-Photo (002)

Reaching Across The Language Barrier

Hispanics are the fastest-growing segment of the population and are one-and-a-half times more likely than the general population to start their own businesses and earn a healthy income as a successful entrepreneur. Yet, financial planners are significantly behind in offering their services to the growing Hispanic market, writes Claudia Gonzalez, in a new article about […]

Read full story Comments { 0 }
bob-dylan-the-times-they-are-a-changin

Women Still Face Challenges As Financial Advisors But Times A-Changin’

Women financial advisors are still a small minority, but The Times They Are a-Changin’ in the famous words of songwriter Bob Dylan. Many successful women advisors, like us, feel that – despite the many challenges – the career is tailor-made for women, offering great flexibility and enormous personal and professional satisfaction. See our earlier article on “Why We […]

Read full story Comments { 0 }