Too many women in finance are doing all the right things—showing up, serving clients, staying on top of the details, even squeezing in trainings with what little time they have left—yet still wondering why their business isn’t growing the way it should. If this sounds familiar, you
We Want to Support Your Event! We believe in the power of community, education, and connection, and we have funds available to sponsor impactful events that align with our mission. Whether you're hosting a networking gathering or educational workshop we’d love to explore how we can support
Below are also upcoming conferences that are invaluable opportunities to sharpen our skills, learn from industry leaders, and connect with our peers. As we plan for continued professional development, here's a glimpse at some upcoming financial conferences in 2026 that you might consider attending: For 2026: * National Association
Did you know that September is Life Insurance Awareness Month (LIAM)? This annual campaign is a fantastic opportunity to educate clients and prospects about the importance of life insurance as a cornerstone of a sound financial plan. It's a chance to: * Initiate Crucial Conversations: For many, discussing life
The next generation of clients, Gen Z, is officially entering the workforce and making their mark on the economy. When it comes to selling insurance, the traditional approaches that have worked for decades are often falling flat with this digitally native, value-driven demographic. It's time to rethink our
This past April, three women from Mutual of Omaha (Blanca Chow, Belinda Zarate, and Daniela DeLuca) had the privilege of attending the highly anticipated Invest in Women Conference in Boston. It was an inspiring and insightful event, bringing together female leaders and innovators from across the financial services industry. The
The journey of a financial advisor is dynamic, rewarding, and often challenging. For younger female advisors just starting out, or those looking to advance their careers, having a strong mentor can be an absolute game-changer. Mentorship isn't just about guidance; it's about empowerment, acceleration, and the
As financial advisors, we're constantly monitoring the global economic climate, and the ongoing discussion around tariffs is certainly top of mind. While the specifics of any upcoming tariffs are still in development and can change rapidly, it's crucial to understand their potential impact on your clients&
News
This is Women in Wealth Newsletter , a brand new site by Tasha Byers that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content