More women advisors equal more clients
If your success can be credited to a woman, be sure to thank them Friday, which is International Women’s Day. At some point, the world will take a moment to reflect on the women who have shaped us, molded us and supported us in this journey that we call life.
Despite recent studies showing women are lacking confidence when it comes to investing or that women advisors aren’t feeling as supported as they should be, there’s still the argument that they make terrific financial advisors.
Several women advisors talked about the experiences they’ve had the industry and the advice they have for the future leaders in the wealth management space.
Chevonne Farler, a wealth management advisor at TBH Advisors, says she was inspired to be a financial planner after witnessing the hardships her mother struggled with when it came to managing her money.
“I wanted to help people,” she says. “I never wanted another woman or child to feel the way that my mom felt. I have a passion of really wanting women and all my clients to know wherever they are in their journey, that they have somebody who’s looking at all the different sides of it and who’s really just in their corner.”
Among the challenges that have come with being a female advisor, Farler says, was dealing with sexism in the workplace early on in her career. Although there’s been an industry shift in the last five to six years, she just “learned to know how you’re going to answer it,” she says.
“Right, wrong or indifferent. It’s just the way the world is. You have to work twice as hard to be considered half as good but that’s okay, because I like to work,” Farler says.
Kelly Regan, vice president and wealth advisor at Girard, says since she started working as an advisor, the
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