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Archive for the ‘Advisor Spotlight’ Category

Successful FA Spotlight: Paula Harris

Saturday, January 24th, 2009

Meet very successful Advisor Paula Harris! She is an active Lady Advisor member, and is a highly accomplished advisor in Massachusetts. Take a peek into her practice, her story and her message.

FA Spotlight: Janice Goldman

Monday, January 12th, 2009

Meet highly successful and wonderful Financial Advisor Janice Goldman. Take a peek into what she does and why she is so motivated.

Member Spotlight: Christian Puglisi

Wednesday, November 5th, 2008

Lady Advisor sits down with advisor Christina Puglisi. Although she has been a financial advisor for only two short years, Christina has much to share with her fellow Lady Advisors.

Member Spotlight: Joan Gagnon

Thursday, August 14th, 2008

Join in our new member spotlight series, where Lady Advisor sits down with members to hear about how they build their business, what they are doing that is working and things they do for fun! Come and visit with member, Joan Gagnon, Financial Advisor and CPA in Massachusetts.

Advisor Spotlight: Janet Bolton

Tuesday, August 5th, 2008

Janet is a very successful FA at Citi Smith Barney. Her audio interview with Kirsten is sure to motivate and inspire fellow Lady Advisors with loads of highly useful advice.

FA Spotlight: Susan Kaplan

Saturday, July 12th, 2008

Susan ranks #4 on the Barrons’ list of top 100 women FAs for both 2007 and 2008! She speaks with Lady Advisor, offering us a peek into her wildly successful business.

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