Every advisor has a story to tell. What was it that prompted their interest in the business? How did they grow into their current position? Who were their mentors? For the last seven months we've been profiling in our Women in Wealth newsletter a wide assortment of trailblazers in the business to find answers to these questions. But here we highlight what nuggets of wisdom they would share with the next generation of young advisors. Although women account for over 50% of the U.S. population, they only make up 14% of the advisory business. Although the industry is making strides to change this balance, the advice passed along here can help future generations of any gender succeed. The above gallery shares the wisdom of these 11 women. For these and more profiles, commentary, news and relevant studies, please go to our Women in Wealth page.
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Year-end 2024 Tax Topics Checklist