InvestmentNews polled the 2016 Women to Watch awardees and some of the industry’s standout young professionals highlighted in our 40 Under 40 this year and asked them to report their 2017 resolutions, both in their professional and personal lives. Might you, also, resolve to …
Educate the industry
Dedicate myself to my clients. I would like to learn how to negotiate better for myself, write a new book and share my professional knowledge by doing more speaking engagements.
Spend my time and energy with people in my life that add value. I would like to reconnect with people from my past (i.e. my college sorority) and to do more yoga!
Cary Carbonaro, managing director of United Capital
Take on more fun!
Make sure I’m doing everything possible to prepare our organization to adapt to the changing business landscape.
Make a firm commitment to having more fun!
Lisa Dolly, chief executive of Pershing
Embrace mindfulness
I adopted a new watchword to guide my New Year - “present.” That is, attentive, empathetic and focused on others. When you are “present,” listening becomes more important than talking; I never learned a thing while I was talking.
Deena Katz, chairman of Evensky & Katz/Foldes Financial Wealth Management
Refine the 3 Gs
Maintain a targeted focus to grow the number of
Edward Jones women advisers to deeply serve more clients.
Three Gs - gratitude, grace and grit. Further defining how I want to live out those values to positively impact my family, friends and colleagues.
Katherine Mauzy, principal at Edward Jones
Educate clients (and yourself)
Continue client educational webinars and seminars. Topics for 2016 were
Social Security and Long-term care. Topics for 2017- tax planning,
estate planning and Medicare planning.
Take photography classes - both a technical class and a field lab class.
Debra Kriebel, partner Pinnacle Advisory Group
Be the Disruptor
Continue to disrupt the status quo in financial service and create broader awareness for minorities and women of the opportunities in the profession.
Be more intentional about my relationships with family and friends and focus on the quality of time spent with loved ones.
Jocelyn Wright, founder Ascension Wealth Management
Specialize client service
Design or improve our current processes with a focus on increasing the number of clients who receive individualized engagements based upon their specific needs – including even our smallest clients. This may require updating processes to take advantage of new technological opportunities.
Wake up each morning with a positive thought.
Margaret Starner, managing director of Starner Group of
Raymond James
Clear the clutter
Get to “Inbox Zero” in my email account and maintain it.
Be home for dinner more often!
Jason McGarraugh, senior financial advisor with Neal Financial Group
Make business boom
Generate an abundance of business that demands hiring assistance.
Elevate my partnership with the extraordinary woman in my life and our three daughters.
Darin Shebesta, vice president, Jackson/Roskelley Wealth Advisors
Teach
Launch an online personal finance course in an attempt to reach and educate a larger audience. There's only so much time in the day and I want to find a way to help more people make smart decisions with their money.
Secure life insurance, disability insurance, and finish my estate planning before our first child comes in April! These three things are more important than starting a college savings account.
Taylor Schulte, founder of Define Financial
Give back
To introduce the benefits of Impact Investing to my socially minded clients and contacts.
To spend 120 hours of dedicated time towards my closest charities.
Frank M. Devincentis, senior vice president of Morgan Stanley Wealth Management
Get certified
Further my education in
financial planning by completing the Enrolled Agent (EA) license.
Improve my golf game and lower my handicap by 4 strokes.
Michael Liang, co-founder of Liang and Quinley Wealth Management
Focus on clients
Implement time blocking into my practice to reduce distraction and interruption, which will better equip me to focus on the activities that deliver the most value to my clients and our practice.
I want 2017 to be the year that our dream of a family cabin becomes a reality for our family, allowing us to enjoy the great outdoors together while making lasting memories with friends and family.
Matt Buchanan, founder of Buchanan Wealth Management
Rev up relationships
To get uncomfortable. Change the way I am use to doing things to try and enhance my client experience and relationships with strategic partners.
To disconnect from my phone when I am at home. I have a wonderful family and they deserve my undivided attention.
Lance Scott, founder Bay Harbor Wealth Management
Evolve the business
Continue the transition of clients from my grandfather to my stepdad and myself and educate more people on personal finances through additional seminars, radio and television segments.
Make my long planned African Safari happen in 2017!
Nora Yousif, associate vice president of RBC Wealth Management
