Achieving diversity by expanding the pipeline
A diverse group of employees at a financial services firm can mean better outcomes, and firms trying to become more diverse “need to fish in different and more ponds,” said Amy O’Brien, global head for responsible investing at Nuveen.
The importance of having confidence in yourself
While women in the workplace may struggle with being perceived as too nice or not nice enough, Elizabeth Koehler, a managing director at BlackRock, says the key is to have confidence in both one’s abilities and style.
Diverse individuals challenged by cultural differences when entering advice industry
InvestmentNews Lifetime Achievement Award winner Shundrawn Thomas, president of Northern Trust Asset Management, said it's important to understand yourself so you can find the right cultural fit for you within any industry.
Don’t worry about competitors, focus on clients and doing things right
InvestmentNews See it Be it Role Model Andrew Komarow, founder of Planning Across the Spectrum, says almost anyone who wants to work hard can be successful in the financial advice industry.
It’s tough to build an advice practice around those who need it most
InvestmentNews Rising Star Marcus Rather, a financial adviser with Cetera Investors, says persistence has created opportunities that helped him grow a successful advisory practice.
Being an only in the financial industry has been challenging
InvestmentNews See it Be it Role Model Lanta Evans-Motte, a financial adviser with Raymond James Financial, describes her strong focus on partnerships, faith, hard work and having a strong support system.
