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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.

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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.

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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.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,058.12 -0.03
Nasdaq Composite 7,820.20 -0.07

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