Blog Articles

    Filter by tags
    See all
    Filter by months
    See all

    Nina O'Neal: Spotlight on Women in the Financial Services Industry

    Meet Nina O'Neal. Nina O'Neal is an Investment Advisor and Partner at Archer Investment Management with a focus on financial planning for high income earning professionals, women, and business owners. Her work in the financial industry earned her the recognition for the 2016 Top ...

    Read More

    Topics: advice for financial advisors, articles for financial advisors, feminism, financial advisors, women, women in financial services industry

    Mary Beth Storjohann: Spotlight on Women in the Financial Services Industry

    Meet Mary Beth Storjhann.  Mary Beth Storjohann, CFP® is the Founder of Workable Wealth, a financial firm focused on a "fun, albeit no-nonsense approach in working with individuals and couples in their 20s - 40s across the country, helping them make smart, educated choices with ...

    Read More

    Topics: advice for financial advisors, Blogging, feminism, finance, financial professionals, women, women in financial services industry

    Catherine Weatherford: Spotlight on Women in the Financial Industry

    Meet Catherine Weatherford. Catherine Weatherford is the President and CEO of the Insured Retirement Institute (IRI), a not-for-profit organization educating Americans on the importance of retirement planning, as well as author of Women and Wealth: Inspiring Stories from Real ...

    Read More

    Topics: Blogging, facebook for financial advisors, female financial planners, feminism, financial advisor, Financial advisor marketing, financial advisor website design, financial advisors, financial web marketing, General, Showcase, women, women in financial services industry

    Rianka Dorsainvil: Spotlight on Women in the Financial Industry

    Meet Rianka Dorsainvil. Rianka Dorsainvil is a Certified Financial Planner® and founder of Your Greatest Contribution, a virtual, fee-only financial planning firm. Rianka has worked with both high-net worth clients, to volunteering and working with low income families. Rianka ...

    Read More

    Topics: Blogging, feminism, financial advisor, Financial advisor marketing, financial advisor website design, financial advisors, financial social media, financial web marketing, Showcase, women, women in financial services industry

    Pamela Capalad: Spotlight on Women in the Financial Industry

    Pamela Capalad is a Certified Financial Planner® and founder of her firm Brunch & Budget. Pamela believes that financial advising should be about “empowering you to take control and recognize that you have the knowledge and confidence to find true freedom and happiness.”

    Read More

    Topics: females, feminism, financial advisor, Financial advisor marketing, financial advisors, financial social media, financial web marketing, Showcase, Marketing, women, women in financial services industry

    Sophia Bera: Spotlight on Women in the Financial Services Industry

    Our advisor this week is Sophia Bera. Sophia Bera, CFP®, is the Founder of Gen Y Planning LLC, a financial firm focused on helping clients in their 20s and 30s navigate build a secure financial foundation. She has been named in "Top 40 under 40" by Investment News, "10 Young ...

    Read More

    Topics: advisor websites, Blogging, female, female financial planners, feminism, financial advisor, Financial advisor marketing, financial advisors, General, Showcase, women, women in financial services industry

    Amy Hubble: Spotlight on Women in the Financial Services Industry

    We are excited to announce the launch of our new blog series: Spotlight on Women in the Financial Services Industry.

    Read More

    Topics: financial advisor, financial services industry, General, Showcase, women