Financial Fountains’ Braxton: Stereotypes that hamper women advisers

October 07, 2014 | Runtime: 2:47

When Lazetta Rainey Braxton launched her own practice, she decided to focus on mass affluent investors and found that being a woman was a real advantage. Find out why.

Source Financial’s Smith: Finding your inner specialist

October 07, 2014 | Runtime: 3:03

It's easy for advisers to build an unfocused practice, according to Michelle Smith, CEO of Source Financial Advisors. No one Googles “generalist” anymore. To stand out, advisers need to invest in a specialty.

Pax World’s McQuiggan: The business case for investing in women

October 07, 2014 | Runtime: 3:46

Companies that have more women in leadership tend to be more profitable, according to Kathleen McQuiggan of Pax World Management. But why haven’t more companies followed this strategy for success?

TD Ameritrade’s Healy: Elevating women advisers

October 07, 2014 | Runtime: 1:29

Studies indicate that women can’t be what they can’t see, according to Kate Healy of TD Ameritrade. This is why it is critical to show the next generation how to become successful financial advisers.

SS&G’s Diamond: How (and why) advisers can reinvent themselves

October 07, 2014 | Runtime: 3:03

Career reinvention can be scary, but necessary, for financial advisers, according to Carina S. Diamond of SS&G Wealth Management. Plus, she explains why there is no "magic mentor" for anyone's career.

RedTail’s Williamson: What’s next in technology?

October 02, 2014 | Runtime: 2:32

What’s on the horizon for adviser technology? RedTail’s Rick Williamson explains.

Harman Wealth’s Harman: The ‘slippery slope’ of state mandated succession planning

September 30, 2014 | Runtime: 3:18

Every adviser needs a succession plan, but how can you standardize and mandate that? Dean Harman of Harman Wealth says state regulation won’t be an easy thing to monitor and control.

Foothill Securities’ Chipman: How can advisers stand out?

September 30, 2014 | Runtime: 2:20

Over the next five years, advisers need to be open to changing their practice, according to Steve Chipman of Foothill Securities. Plus, he examines some challenges and hurdles ahead for top advisers.

SavingforCollege’s Stack: This is not your father’s 529 plan

September 30, 2014 | Runtime: 1:44

Advisers need to learn to maximize the value of 529 plans, according to Chris Stack, managing consultant at But can college savings accounts be more than small-ticket items for advisers and their clients?

Pershing’s Crowley: How to be more efficient

September 30, 2014 | Runtime: 2:13

The key to productivity and efficiency is simple, according to Pershing’s Jim Crowley, but advisers have to be open to a new experience.

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