Broker Check

Wealth Wise Wednesday: We Need More Female Financial Advisors

| October 10, 2018
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I just spent the last few days surrounded by approximately 100 women that are just like me, a Female Financial Advisor. This experience is unlike any other industry meeting. Normally I am one of only 12% of women in the room, and sadly this statistic has not changed since I began my career in 1998.

This is shocking to me as I see my profession as the perfect fit for women.

Although numbers are involved, it is more about communication skills, organization and problem-solving. All traits women possess.

When I was fresh out of college I considered many different professions. It was my father that pointed out one main reason why being a financial advisor would be a great career for a woman, flexibility. As women try to “have it all”, flexibility is key.

Do I work hard? Yes. Over the last 20 years, I have and will continue to put in long hours. But when you feel in control of your career path and are doing what you love, it no longer is “work” and it becomes your passion and lifestyle.

Helping individuals and families feel confident in their financial future while guiding them through life’s obstacles and transitions is what Dennis and I live and breathe. Making a difference in another’s life makes it all worthwhile.

As baby boomer financial advisors retire, we are projected to have a shortage of financial professionals and women need to fill this gap.

My hope is to bring awareness to this issue and to see the ridiculously low 12% number of female financial advisors double and then triple within 10 years.

Part of the reason for our Wealth Wise Wednesdays and Financial Friday Viv-e-o’s is to lead by example, by showing women and girls discuss money. It also doesn’t hurt to be entertained while learning!

If you have a daughter or granddaughter that is young talk to her about becoming a financial advisor.

If you, or a woman in your life, is searching for a career or needs a change, reach out to me, I am happy to help explore this honorable profession.

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