What's New

Kirsten shares her experience and observations from being a Branch Manager. Are women advisors choosing not to use a very valuable business asset?

The following was an open letter to members from Kirsten:

Dear Member,

This is an important time in history for a great many reasons. The financial crisis has reached around the globe, the United States has a new President indicating dramatic policy change, and business around the world is changing rapidly. The rules are changing — both written and unwritten. This is an extraordinarily important time for women in business and I am asking you to help. Now is the time to stand up and make it happen. The financial landscape is changing significantly, and women need to be a part of that change. In the past there have been very few women CEOs, few women on boards, and few at the top of the decision making chain and in the highest levels of production. It is our responsibility to be a part of changing that. I founded Lady Advisor to be a hub and a catalyst to make this happen; however, I need your help. The only way to truly effect large scale change is for a great many people to be involved, and you are in a perfect place to be a part of it.

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When you first began in this business you had a vision for the immense good that you can accomplish and the true magic of advising individuals and families.

Because this is a time of beginnings and in declaring the intention of the future year, Kirsten shares with you the focus and intention for Lady Advisor for the upcoming year.

Kirsten’s newest blog entry.

Kirsten’s latest blog entry.

The following was an open letter to members from LadyAdvisor’s founder.

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Dear Ladies,

I challenge you to be a part of the change — closing the gap for women on Wall Street!

What would it be like if global capital markets decision making were conducted by a more diverse group of leadership minds: 50% women? Would it be different? I put it to you to ponder.

I am sure you are very aware of the consistently low number of women Wealth Advisors on Wall Street and within Financial Services around world. It is currently estimated that women make up less than 20% of the Advisors in the U.S.

This has remained virtually unchanged for many years, even with the growing numbers of women investors. The Insurance Advisory Board estimates that women will control $1 Trillion (60 percent) of the wealth in the United States by 2010. According to a survey by the Opinion Research Firm and Securian Financial Group, women often prefer to work with female Advisors at a rate of approximately 3-to-1. What an unbelievable opportunity. Be prepared to receive this and also be a part of closing this gap. (more…)

We are going to begin a monthly piece that congratulates and lists any and all great announcements of hires and promotions of women in Financial Services.

Kirsten talks about a great project being hosted by The Whitehouse Project.  Learn about it in their video presentation.

In her latest video blog, Kirsten discusses ways to consider approaching your client’s fear during this time of historic volatility and economic uncertainty.