Discussing all things that touch Women, Finance and Insurance. i.e. Legal, Accounting, HR, Technology, Data Science, Insurtech & Fintech. Share best practices and personal reviews, books/authors, personal stories, client stories, testimonials, small panels, business/life coaching, fitness and personal exchanges between colleagues.
Tony Steuer
Broc Buckles and Peter Ciravolo
Cathy Curtis, CFP
Financial Planning Association
Kate Holmes
The Institute of Advanced Financial Planners | David Miller
Jacqueline Lockie
John McDonough
The Gottlieb Organization
Dominique Henderson, CFP®
Gretchen Betts
womenworkinginwealth
Alan Moore and Michael Kitces
Jim Mellin, Chief Sales Officer, Equitable Advisors
Caleb Brown
Kim Butler and Tammi Brannan
tru Independence
Beyond the Balance Sheet
Private Vista
Justin Bennett
Charlie Van Derven
The Pinnacle Group
Reuben Bergola
Bill Coppel
Cambridge
Francois du Toit
Dan Doran
Daniel Kopp, Forrest Baumhover
Gabe Nelson, CFP®
John Brown
XY Media
NFP
Adviser Gap
financialdna
financialdna
XY Media
Sheryl Hickerson
Sam Oakes
Brett Fellows, CFP®
The Heritage Institute
SYMO interactive
Investment Planning Counsel
Jade Brandais
Amy Evans
Financial Planning
Caprice Gibson
Synergy Life Brokerage
Laura Gregg and David Partain
David DeCelle
Michael Kitces
Penn Mutual
Jacqui Henderson
PracticeLab podcast
Hartford Funds
Helen Ornellas
SmackSound
Brendan Frazier
SLA Financial Solutions
Citywire
CWB Wealth Management
Morton Brown Family Wealth
Buckingham Wealth Partners
Inkandescent Radio
The Evolving Advisor Podcast
nextgenin10
Cooper Lewis at Highland Capital Brokerage
Bryan Orr
Ben D. Jones and Emily Larsen with BMO Global Asset Management
Jay Tompkins
Susan Bradley
Shawnna Weber
John F. Dini
Ameritas Life Insurance Corp.
Voice from the Hills
Sheri Fitts
Rob Schulz
Alliance of Comprehensive Planners (ACP)
Ken Unger
Cindy Brown
Hannes Grascher
Citywire
Robyn Crane
Clarity 2 Prosperity
Ryan Fernandez
Ivy & Ava Skye
Buddy Rathmell
Jamaal W. Stafford
LifeYield
Lexington Wealth Management
Heidi Maxwell and Jessica Lewan
Barron's Advisor
Heather Smyrl
Momentum Media
Always Be Closing Show
Gary Heldt
Tom Hine
JT Financial Group
...For Advisors
Scott Fitzpatrick