Guest Speaker Webinar Series: Archive
Sharon Bloodworth; President and CEO of White Oaks Wealth Advisors.
Presented 3/8/2019: “How to Break the Glass Ceiling Without Getting Glass in Your Hair.”
Expand Your Knowledge
~Sharon Bloodworths’ Recommendations~
Podcast:
Michael Kitces, “Financial Advisor Success Podcast”
TED/Talk:
Anything relating to success and confidence.
Read:
“The Ultimate Gift” book by Jim Stovall
“Fooled by Randomness” book by Nassim Nicholas Taleb
“The Goal: A Process of Ongoing Improvement” book by Eliyahu M. Goldratt, Jeff Cox
Periodical:
Wall Street Journal
Financial Times
Link:
The Economist
Other:
Industry websites for any new developments.
Now is A GREAT time for Women in Wealth Management
Whitepaper:
A Road Map for College Women Pursuing a Career in Wealth Management
Educate. Encourage. Inspire. Motivate. Achieve.
Discover, engage, and learn about the wealth management industry through the delivery of high quality content, activities, and experiential events.
Noreen Beaman
Chief Executive Officer
Brinker Capital
Nancy Camarata
Lori Hardwick
Founder, Advisor Innovation Labs
Jean Hempel
Estee Jimerson
Managing Director
Head of Asset Manager Distribution
Envestnet, Inc
Robyn Pollack
Tricia Rothschild
Jocelyn Wright
MBA, CFP®, RICP®, Managing Partner,
The Ascension Group
Women Studies
The American College
Stats: Why This Matters Now
Women compose 51% of the U.S. population, and not only outnumber men in graduating from college, but also represent the majority of the workforce.
Despite this statistic, the Bureau of Labor Statistics reports that women represent just 31% of U.S. financial advisors.
According to the CFP Board of Standards, currently, only 23% of Certified Financial Planners are women.
Women in financial services hold only 19% of senior level positions, 14% of board seats and 2% of CEO roles as reported in a PWC May, 2013 study.
Cheryl Nash, President of Investment Services, Fiserv, is leading the initiative to inspire, educate and engage women with dedicated content through digital channels and experiential programs.
Join Us – Three Ways To Get Involved:
Sign Up For The Next EIOC Session
For a small time investment you’ll gain powerful insights into the wealth management industry. Contact your career counselor to sign up for the course. If your university is not currently participating, you can reach out to Jim Seuffert at or Tricia Baxter.
Join Cheryl’s Private LinkedIn Group
Once you complete the course, you will be invited to join Cheryl Nash’s LinkedIn Group. Be a part of a network of women empowering each other to succeed in the wealth management industry.
Access Videos of Women Leaders
Stay up to date with the women who are already making a huge impact in the industry. Learn from these women. Check out our video libraries for insights from Cheryl and other women leaders.
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Networking can be vitally important to our careers in many ways. This article from Harvard Business Review debunks some pervasive myths that might be holding you back from engaging with others within your industry.
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Tips for Turning Your Internship Into a Full Time Job
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