Workiva’s Post

PWC - Women on boards: Why it matters Board diversity has been an intense focus area for investors for years. This trend is clear among directors as well. With emerging regulations,and growing external expectations, companies recognize having a wider range of representation at decision-making tables can be essential for success in today's landscape. For women looking to positively impact their careers and community, serving on a board can be a proactive way to make a difference. What are some of the steps women can take to become board-ready? #pwc #board #women #careers #success #investor

PWC - Women on boards: Why it matters Board diversity has been an intense focus area for investors for years. This trend is clear among directors as well. With emerging regulations,and growing external expectations, companies recognize having a wider range of representation at decision-making tables can be essential for success in today's landscape. For women looking to positively impact their careers and community, serving on a board can be a proactive way to make a difference. What are some of the steps women can take to become board-ready? #pwc #board #women #careers #success #investor

Unlock the keys to creating greater connections with clients and team members at the Women Advisor Summit Chicago! Join Kelly Holloway, CFP®, Advisor and Director of Client Engagement at PalomarWealth, for 'The Behavioral Side Of Financial Planning.' Don't miss this transformative session! https://hubs.ly/Q02w3gGk0 #INWomenAdvisorSummit #FinancialPlanning #BehavioralFinance #Finance

These women have overcome obstacles and are revolutionizing the landscape of advisory firms. Despite the fact that women currently hold only approximately 20% of top positions in the financial services sector, there is a noticeable shift taking place. Dive deeper into this insightful Financial Advisor article that showcases Chief Marketing Officer Cammie Doder, alongside other trailblazers in the field, who are reshaping advisory firms. Read more: https://buff.ly/3v6gdwh #WomenInFinance #WomenInLeadership

Congratulations GK Partner Francine Lai, CFP®, CDFA® on being recognized as a Top 100 Women Advisors To Watch. As Francine continues to lead GK’s Women of Wealth group, her dedication to breaking outdated gender norms within the financial landscape is more vivid than ever. Thank you Fran, for all of your hard work! #FrancineLai #GerberKawasaki #WomenOfWealth #AdvisorHub AdvisorHub created a list of 1,000 advisors with sophisticated practices, great growth and a commitment to professionalism. These 200 advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. AdvisorHub received nominations from 339 firms. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. For more information visit this link: https://buff.ly/4claTp3 The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. You should consult a financial advisor before making any investment decisions.

We just came across this awesome article by Jennifer Taboada and Katie Cullen, CFP® on BlackRock's website titled "Advisors’ top 3 questions about women investors" and had to share it. There's a ton of valuable information and tips that we encourage you to read. Their first section on the difference between men and women clients really caught our attention, so we decided to highlight it as a mini poster series. Thank you to Jennifer and Katie for putting this together. It's something we know many advisors will be referencing. You can read the full article here: https://lnkd.in/giu9a8v6 . . . . . . . . #advisor #advisors #wealthmanagement #womeninwealth #womeninfinance #womeninvestors #differences

Happy Women's History Month! As we celebrate this special month, let's take a moment to reflect on the immense contributions women have made to the world of finance, business, and beyond. Pioneering Women in Finance: Women like Abigail Adams, who, back in the 18th century, wisely invested in government bonds, and Hetty Green, known as the "Witch of Wall Street," who became one of the richest women in the world in the late 19th century. They paved the way for future generations of women in finance. Present Day Leaders: Today, we have extraordinary women leading financial institutions, government bodies, and startups, demonstrating that finance is no longer a 'men's club'. Women like Janet Yellen, the first woman to chair the Federal Reserve and now the U.S. Treasury Secretary, and Mary Barra, the CEO of General Motors, are leading the way. Empowering the Next Generation: As we forge ahead, let's continue to break barriers, shatter glass ceilings, and pave the way for the next generation of women in finance. This month, we salute the women who've bravely charted their own path in finance and have inspired countless others to do the same. Remember, every investment we make today can build a stronger financial future for all women tomorrow. #WomensHistoryMonth #WomenInFinance #Empowerment #FutureIsFemale

Are the women in your client base as happy and knowledgeable about your services as your clients that are men? Fidelity’s latest research uncovered meaningful gaps between how women and men feel about both their financial lives and their financial advisors – with women reporting less satisfaction and knowledge. Learn about opportunities to enhance your engagement and communication strategies with women in our latest whitepaper – including stories from three women leading these efforts at their firms: Alli Warner at Beacon Pointe Advisors, Heather Fortner at SignatureFD and Michelle Smith at Source Financial Advisors. Discover more: https://bit.ly/44YCuYH

The Most Powerful Women in Finance 2023

Join in the efforts to reshape the next 50 years of finance. At The American College of Financial Services Center for Women, we challenge stereotypes, break down barriers, and create a future where every woman feels confident and capable in managing her finances. 💼 Reflecting on the past 50 years since women gained the right to hold a credit card in their own name, it's clear we've made strides. But there's still much work to be done. ❗Did you know that girls' confidence in math peaks at age 9? ❗Did you know that by age 13, they're already holding back from raising their hands in class? ❗Or that by age 5, girls start to think that boys are smarter than them? ❗Also, parents are twice as likely to Google "Is my son gifted" vs if they have a daughter. It's time to change this narrative. 🔍 As a passionate advocate for #financialempowerment, I'm on a mission to shift the landscape for women in finance. By shining a light on the challenges women face and providing practical advice, I aim to empower women to take control of their financial futures. 💪 And to Daniel Crosby, Ph.D. Crosby, thank you for the honor of being featured on your podcast. It's been an incredible journey following you for a decade, and I'm beyond excited for this opportunity to contribute to the conversation. 🙌 Listen here: https://lnkd.in/eR8n8inR #WomeninFinance #women #finance #financialservices #standarddeviations