Margie Shard

Margie Shardage 36

CEO and wealth adviser, Shard Financial Services

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Margie Shard is sharing her way to success.

The chief executive of Shard Financial Services Inc. brings a collaborative approach to her practice, seeking team players rather than lone wolves. She’s been so successful at finding the right people and getting her business to the next level, she has hosted presentations to teach other advisers how to build up their teams and take advantage of community involvement.

“I’m in an abundance mentality, rather than ‘I can’t talk to you because you’ll steal my ideas,’” Ms. Shard said. “We all become better if we share our ideas.”

At her Fenton, Mich.-based practice, the biggest asset is the team. “Often [others] hire people and try to fit them where they think these people should be, rather than looking at their skills and where they can add value,” Ms. Shard said. “When I’m looking to bring new people into the mix, the final interview is with the entire team.”

Her inclination to share resources and knowledge has found its way into Ms. Shard’s work outside the office.

She has a radio show and podcast on financial education and co-founded a twice-yearly event at which local women vote on charities that will receive the donations they pull together.

“I’m really passionate about educating the public and helping them become more financially literate,” Ms. Shard said. “There’s a huge need for it.”

— Darla Mercado

Fast Facts

  • Cats really freak her out
  • Three guests she’d invite to a dinner party: Richard Branson, Lori Greiner and Stevie Nicks
  • First job was stuffing and licking envelopes for her dad’s medical supply business
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