• Client Onboarding: 5 Common Mistakes to Avoid 

    When seeking new business for your firm, first impressions matter. And sometimes, that “first impression” can last three months.  According to InvestmentNews, it can take anywhere from two weeks to three months to onboard a client. This time period is arguably the most crucial time because it sets the tone for the entire relationship. You want your clients to feel welcomed, confident that they

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  • Female Entrepreneurs Need Access to All Forms of Capital — Particularly Social Capital 

    Did you know that we could add $5 trillion to the global economy if we supported women entrepreneurs?   Yep, you read that right — $5 trillion. That’s what new analysis by Boston Consulting Group (BCG) has found. If women and men participated equally as entrepreneurs, global GDP could rise by approximately 3% to 6% (boosting the global economy by $2.5

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  • Study Shows Women Financial Advisors Are Much Happier at Solo Practices Rather than Large Firms — Why Is This?

    We all know that the percentage of women entering finance is dismal: The CFP Board reported that, for the years 2017, 2015, and 2013, the number of women with Certified Financial Planner™ (CFP®) certification was stagnant at about 23 percent. But the recent paper “Success and satisfaction of women in financial planning,” published in the

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