No is enough
The other day, a friend asked me to host an event at my home to promote her business. I didn’t want to. Why? Because it’s not good timing; it’s a lot of work; I’m busy; I have a lot going on in my world…all the reasons! But I didn’t want to tell her all of this, not...
Mediocre Parenting and Other Lofty Goals
I was recently at a graduation party where I was involved in a conversation with a few other mothersabout what they were planning to do for their own kids’ parties. Ideas included creating and displaying quilts made from their child’s sports team jerseys, gathering...
Getting Ken Fisher off the stage is good. Getting more women at the helm of wealth management is even better.
The recent public outing of celebrity investor Ken Fisher at a financial industry conference for ugly and sexist behavior is a sad irony, especially given the emphasis such conferences place on developing more female advisors and reaching and serving female clients....
To Serve Its Clients, The Wealth Management Industry Must Recruit And Develop More Women
Women now control more than half of all personal wealth in the United States. If we are going to successfully encourage those women to become more active in managing that wealth, we need financial advisors who understand women’s unique needs, goals and views towards...