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Advancing an Industry: Action steps to accelerate the advancement of women in the financial advice industry

March 12, 2018


By InvestmentNews Research, Schwab Advisor Services

This executive brief, based on a series of Think Tank events and interviews, provides best practices, case studies and easy-to-implement ideas that will help accelerate the advancement of women already in the business, and introduce more women to overall financial advice industry. The paper specifically offers actionable advice for developing recruiting strategies that directly speak to women, as well as compensation plans, teaming approaches and leadership training ideas that have been successfully implemented by some of the industry’s top firms.

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