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FA-IQ contacted the advisors to ask them: What advice would you give to young women who are considering becoming a counselor?

Jennifer barry, investment advisor and managing director of Aaron Wealth Advisors. Barry, based in Chicago, has been in the industry for 27 years and has $ 1 billion in client assets.

“There are very strong secular growth trends in the investment advisory space as the demand for independent financial advice continues to grow. Therefore, I believe that young women can absolutely carve out a successful and rewarding career as a financial advisor. If you really want to help make a difference in the lives of others and are willing to work hard, I think this is a great career choice.

My advice would be to educate yourself on the topics of investments, insurance, estate planning and tax management by reading books, attending events organized by experts and obtaining certifications such as the CFP. [Certified Financial Planner] or CFA [Certified Financial Analyst].

In addition, continue to develop your network and be comfortable with people from all walks of life.

Helene Andréoli, CFO and founding partner of Large Diamond The partners. Andreoli, based in Portland, Maine, has been in the industry for 21 years and has $ 650 million in client assets.

“I hope women are starting to realize that the general characteristics attributed to women – empathy, compassion, thoughtfulness – that were traditionally seen as the antithesis of what it takes to be successful in business are exactly what is needed. to be a great advisor and a great company. leader.

So my advice to any woman considering entering this field would be to trust your instincts. You already know how to listen, build relationships, solve complex problems, multitask, and most importantly, be compassionate to those with whom and for whom you work.

Capitalize on your strengths and know that your “difference” in this industry is what makes you uniquely qualified to excel in this career.

Katherine Forrester Schneewind

Katherine Forrester Schneewind, general manager of High grade wealth. Schneewind, based in Deephaven, Minnesota, has been in the industry for 25 years and has $ 450 million in customer assets.

“Consider working with a fully independent company from the start to start creating value for the business. Find a great mentor who will support you and your growing business.

Do you have a topical tip that you would like to share with FA-IQ? Write to us at [email protected].


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