FirstBank’s Post

Cheers to all the brilliant female Chartered Accountants making a mark in the financial world! 💼🔍 Your dedication, expertise, and resilience inspire us all. Breaking stereotypes and excelling in a challenging field, you're rewriting the narrative. Here's to shattering glass ceilings and paving the way for future financial trailblazers! 📊💪🏽 #WomenInFinance #CAWomen #BreakingBarriers #FinancialLeadership

How financial advisors (both men and women) can foster a meaningful conversation with their female clients. Article by Debra Ohstrom, CFA for AdvisorHub. #womenandmoney #financialconfidence #financialadvisor Mari Talks Money

“Come back and show me the numbers by VPs, EDs [executive directors], MDs [managing directors], and hiring and retention.” But, Dimon caveated, he’s not mandating that managers promote Black EDs. “That’s not what I’m doing. [Rather], are we honest? Do we talk about it? And if they don’t have a platform, we’ve gotta tell them.” 1. Are we honest? 2. Do we talk about it? 3. Do we tell them? In many cases we fail miserably at the last question. We do not provide adequate feedback to help navigate a pathway forward. Read how CEO Jamie Dimon remains committed despite the rise in anti-DEI legislation. #dontbeaverage

🌟 NAPFA Women to Know 2024 Spotlight 🌟 Lea Ann Knight, CFP®, is a co-owner and Managing Partner of Better Money Decisions, a woman-owned Registered Investment Advisory firm. With her investing and financial planning background, she enjoys working closely with clients to design and implement customized financial plans. Before joining Better Money Decisions, Lea Ann was a partner at @North American Management, a Boston-based RIA. She was also the founding member of Garrison/Knight Financial Planning, a Limited Partner with Edward Jones, the Chief Administrative Officer for a private equity group at Morgan Stanley, and a Senior Manager for Deloitte & Touche LLP. Lea Ann is also a past financial columnist for Time Inc.’s All You magazine and has been frequently quoted in the Wall Street Journal, SmartMoney, and Kiplingers, among other financial media. Much of her focus has been on helping clients through life transitions and empowering women to manage their affairs with greater confidence. She graduated from Stanford University and holds a master’s degree in Advanced Financial Planning from Golden Gate University. When not helping clients, Lea Ann is forever working on her backhand in tennis. 💼 Why would Lea Ann recommend this professional to other women? 💼 "If you are passionate about empowering women (or really anyone) to manage their financial life with confidence, this is a highly rewarding profession. You will help people every day. And if you are a woman who wants flexibility to scale your work hours up and down as life progresses, there is no better long-term career. In what other profession can you listen to stories, tell stories, do math, laugh, cry and celebrate - and get paid for all of it!" Read Lea Ann's full comments and see more NAPFA Women to Know here - https://bit.ly/4cuFVLK #NAPFA #FeeOnly #FinancialPlanning #WomeninFinance #FinancialAdvisor #WomeninBusiness

The smart companies know DEI is good for business. Its also quite clearly the right thing to do.

From not mansplaining to managing risk aversion, here are three key tips for working with all the single ladies. With Tana Gildea of Homrich Berg; Danika B Waddell, CFP®, RLP®, CSLP® of Xena Financial Planning, LLC; Yulia Petrovsky of Modern Financial Planning; Noah Damsky, CFA of Marina Wealth Advisors; Brad Brescia, CFP® of Moisand Fitzgerald Tamayo, LLC; and Michelle Fait, MBA, CFP, EA, CDFA of Satori Financial LLC. #wealthmanagement #financialadvisors #thefutureisfemale

JBWere CEO, Maria Lykouras recently sat down with Jasmine Siljic from Money Management Australia, to discuss the biases women face when accessing financial advice. While HNW female clients exhibit strong financial confidence and have a desire for non-traditional assets, several barriers still exist that prohibit them from receiving quality advice. With women expected to be the greatest beneficiary of the incoming intergenerational wealth transfer, Lykouras urged advice practices to review the way they service female clients to ensure long-term growth. “Now is the time for us as an industry and more broadly to start rethinking the way we work with women.” For more insights, access the JBWere Growth of Women and Wealth research report here https://lnkd.in/gyfc3edt #wealthmanagement #financialadvice #wealthadvice

This article for Green Financial Group's blog by Lauren Smith, CFP® expertly dismantles the myths surrounding female investors. To spotlight each of her insightful points, we've transformed it into a captivating mini poster series. Check it out for a visually engaging breakdown of the misconceptions! You can read her entire article here: https://lnkd.in/d7aHhszm . . . . . . . #advisoryservices #advisor #financialadvisor #financialempowerment #womeninvestors #womeninvesting

In our last case study share, we talked about how the WealthChoice team serves business owners and female founders. This week we’re highlighting how we help attorneys – specifically, women who are attorneys – build strong financial plans that guide them through the many unique life and career challenges they face. In an industry that notoriously underpays and undervalues female lawyers, we are in your corner to help you get paid what you’re worth, and put your wealth to work so that you have the flexibility to do more of what you love with the people you care about. Meet Our Client, R. R wanted the financial ability to choose to stop working in the high-pressure, long-hours role of an attorney partner at age 55 to pursue other interests. To accomplish that, she: + Needed a plan to replace her income + Wanted assurance that her investments were performing optimally  + Was looking for a clear path to flexibility in her career – earlier retirement, or a career pivot ➡️ And we built a plan to accomplish exactly what she needed. You can swipe above for a sneak peek or simply head over to our website to read the case study. https://lnkd.in/gRUEf4hN . . . . The case study described above is a current client, though for privacy reasons we have omitted the client name. This planning case study should in no way be construed as a guarantee that a current or prospective client will experience similar results or levels of satisfaction if he or she engages with WealthChoice for wealth management services. Every client experience will differ. Future results cannot be guaranteed. #FinancialHealth #FinancialPlannersforAttorneys #WealthJourney #MoneyManagement #InvestInYourFuture #FinancialSecurity #WomeninLaw #FemaleAttorneys  #WomenInLeadership #FinanceForWomen #CFPBoardAmbassador #CFPBoard