Making your Practice Female Friendly

Invest(in)Her and She’ll Invest With You

It’s a new year and while Covid-19 restrictions continue to shape how we do business – some things never change. The fact that you carry on serving existing clients and continue to sign-up new clients is a given.  Something else that hasn’t changed is that women with money are still your best bet for growing…

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You Can’t Just Teach Bias Away

There is little question that 2020 was a bad year – the pandemic wreaked havoc worldwide, drove healthcare systems to the breaking point and served to highlight pervasive social inequities, with women and minorities bearing the brunt. But even as the pandemic continues to rage, there is hope – vaccines are on their way, plans…

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What Financial Advisors Can Learn From Hamilton

Talk Less – Listen More. Whether it’s working with female colleagues or serving female clients, you need to know that women’s number one complaint continues to be that men don’t listen to them and, in fact, talk over them. Sadly, nowhere is this complaint more prevalent than in the financial services industry. Oddly, the issue…

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How To Build Your Best Reputation

There is no question that having a good reputation, whether personally or as a business, is an important key to success. In fact, a quick search of any number of business sites reinforces the same thing, “a good reputation is important because it can help distinguish you from competitors, and it is often the deciding…

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