by Patrick M. Kelly | Apr 29, 2014 | Women Financial Advisors
[pullquote]a good way to recruit more female advisors might be to put more hair dryers in the firm’s bathrooms[/pullquote]The Certified Financial Planner Board of Standards’ conference was held in New York on April 22, where the latest research about the...
by Patrick M. Kelly | May 24, 2012 | Women Financial Advisors
Women Advisors Forum is a social network for women financial advisors, and the Women Advisors Forum Dallas is one of six unique and thought-provoking events designed exclusively for women in the advisory business either in one of the major wirehoues, regional...
by Patrick M. Kelly | Nov 28, 2011 | Training Programs, Women Financial Advisors
The new training program, Advisor Mastery Program or AMP was launched in October by Raymond James with 35 participants and based in the California, Colorado, Florida, Indiana, Michigan and Texas branches. With a goal to attract more women, the class boasts 35% female...
by Patrick M. Kelly | Jun 4, 2010 | Women Financial Advisors
Where are all the young women in financial services? Well, this was the focus last week at the New York Women Advisors Forum. And consensus was there are not enough of them out there, especially in the room at high levels. Yet, Deborah Doyle McWhinney, president of...
by Patrick M. Kelly | May 28, 2010 | Women Financial Advisors
[pullquote]Women need an objective model based on trust that is product-free, collaborative and understanding of the specific requirements of each client…”[/pullquote] Using the “comprehensive and collaborative” model she developed based on 20 years in the business as...
by Patrick M. Kelly | May 7, 2010 | Diversity, Women Financial Advisors
Timing is everything, and I think talented women financial advisors have an advantage now. As Wall Street firms emerge from one of the most disastrous financial crises ever and their profit base begins to rise, we see them turn towards an increase in hiring once...
