How much do you know about inheritance? Do you know how to handle it properly?  You might be wondering what to do with this sudden gift.  Do you save it? Do you spend it on something you’ve always wan

When it comes to financial conversations, there is a common misconception that women do not know its ins and outs as well as their male counterparts do. But, some statistics prove quite the opposite.

In a world where money can cause strained relationships, its important for couples to work with their financial advisors to build and understand each others money mindsets. In this episode, Katie (K

Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss important topics surrounding finances, includi

Women are great candidates for sustainable investing. This approach to long-term trends and themes falls in line with how women inherently see the world. Women naturally tend to stay more disciplined

Business leaders, with a full new year ahead of us, its time to implement some new strategies that can aid in the success of your business. With the ever-changing business world, it is more importan

What made you get into the financial industry? How much do you value the relationship you have built with your clients? This week, Lisa Brown unpacks what it means to her to be a woman in the financi

Our journey to success hasnt always been linear. And for Susan Theder, this also holds true. From working as a financial advisor to her role as a chief marketing and experience officer at FMG Suite,

When looking to create an estate plan alongside a financial advisor, there are several things to consider: For instance, who is named as either the executor or executrix? Whats going to happen when y

When someone says you cant achieve something, think of it as an initial push to prove them wrong. In this episode, Barrons Top 100 Advisor Erin Botsford, CPF, details her experience in the financia