Ariel Re’s Post

Empowering women through personalized financial guidance! Jeny Yeung of Beneva discusses the importance of understanding diverse situations in guiding women through financial decisions. https://hubs.la/Q02bxlrh0 #EmpowerWomen #PersonalFinance #AdvisoryDiversity

A plurality of re/insurance employees responding to a Bermuda:Re+ILS survey felt their companies' could improve their diversity, equity and inclusion initiatives. One respondent said their company was also making material efforts: "There are always ways a company can improve their DEI initiatives - it takes time to build out individuals mindsets and behaviours." Read more on the results of the survey here: https://ow.ly/1O7P50SaM9B

As women make their way up the corporate ladder in the largely male-dominated financial services industry, many have faced obstacles. Three top female financial professionals recently shared some of the challenges they have encountered as they advanced in their careers and the steps they took to overcome them. Excellent insights from Ayo Mseka, Editor at NAIFA as she interviews MDRT member, Julianne Hertel, CLU®, ChFC®,CLTC®, LACP, financial advisor with Dream Big Wealth Strategies, MDRT member, Elke Rubach LLB LLM CFP CLU MFA-P, president of Rubach Wealth: Holistic Family Advisors™ and Susan L Combs, CEO of Combs & Company, LLC. Here's a little to expect: “In the first few years, I was mistaken for an assistant to an advisor, rather than an advisor in my own right,” said Julianne Hertel. “This was of course both frustrating and infuriating. In time, I found that when women earn our seat at the table, we keep our seat at the table.” More insights here: https://lnkd.in/ehvEpw4X #womenadvisors #financialadvisors #wwealthmanagers #businessowners #womenbusinessowners

Recently, the team at Strategy Financial Limited undertook a Belbin team building exercise with the incredible support of Laura Young and Lucy Hamer. It was intriguing to see our individual profiles and how to best work together for even more effective outcomes for our clients! #belbin #financialadvice #financialplanning

Unleashing authenticity, tackling impostor syndrome, and shedding light on internal struggles many face in the workplace! 👇 Dive into an interview with Women Who RISE Above featuring Openly's own Gina Reyes, VP of Claims. Catch the full interview below ⬇️ https://lnkd.in/gxTivaxi #WomenWhoRISEAbove #AuthenticityInWorkplace #WomenInLeadership #insurance #homeinsurance #insuranceindustry #WomenInInsurance

Now is a great time to nominate women who are leading lights in #financialservices. Nominations for Financial Newswire's #2024WomininWealthAwards close 1 February 2024! #femaleleaders #femaleleadership #financialadvice #financialplanning #womeninfinance #womeninsuper

As part of the Cozen O'Connor Women's Initiative month-long celebration of notable women mentors, today we are spotlighting Shauna Martin Ehlert, a partner in Cozen O'Connor Global Insurance Department (GID). Jodi McDougall, GID Regional Manager (West), talks about how Shauna has impacted her career. "Shauna helps me stay confident, calm, and focused. She has a few key phrases which I find very helpful: 1) eat the elephant one bite at a time, and 2) this, too, will pass. These phrases may be short, but they help put the practice of law in perspective. Shauna has another great advice: make a list and start crossing off the tasks," says Jodi. #womenshistorymonth #womenlawyers #womenleaders

The Pidgeon Group of Wells Fargo Advisors specializes in financial services for women, including understanding each clients' goals and tailoring our investment solutions to meet these goals. The Pidgeon Group of Wells Fargo Advisors is a market leader for women in wealth with the guidance from our financial advisors -- me and Alice Pidgeon. Read our website for some tips and resources for women investors. #FinancialServicesForWomen #WomenAndWealth #InvestmentPlanning #InvestmentPlanningForWomen #WomenInspiringWomen https://lnkd.in/gZ9meN_5

Why women should take early financial steps

What a great analogy from Sheryl Hickerson of the Females and Finance Community to describe how wealth management can be a more inclusive place. She compared the situation to the way that a blanket will have a hole in it "if you miss the first loop" in crocheting. "The only way to make it look right is to unravel the yarn back to that point," she said. "It's exactly the same way we're building a fabric in financial services." Here's a look at the sobering statistics on the small share of women in the financial advisor ranks of the largest independent brokerages in wealth management, with insights from Sheryl on the work done in her organization and how more checks and balances can drive change in the long run. #financialadvisors #wealthmanagement #recruiting https://lnkd.in/gKZcZGk5