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
Corporate Safety Manager at Daimler Truck North America | Organizational Leadership
8moGreat interview Apryle!