Being a Woman in Financial Services: Challenge or Opportunity?
Published on 8/21/17
Contrary to what many of my fellow female colleagues and mentees perceive, I refuse to accept the notion that women are at a disadvantage in the financial services industry.
Calling a Timeout on Conflict
Published in January/February 2017
"Our goal is to resolve all conflicts and concerns quickly, while moving forward in a positive manner," said Kimberly Harding.
Effective Communication: Some Keys To Success With Clients
Published in October 2016
With 58 percent of Americans believing their financial planning efforts need improvement1, I believe that it’s more important than ever for advisors to not only connect with their clients but to communicate effectively with them. While this has been a main focus for advisors, it has become increasingly more challenging in today’s world as clients are living busier, more demanding lives.