Welcome to the official blog of WIFS!

LeadHER highlights hot topics that impact women in the profession, the latest WIFS news, and important industry updates. We invite our members and industry thought leaders to submit articles to be featured in upcoming LeadHER blog posts.

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We All Win When We Think Bigger Than Ourselves

By Kimberly Etchings

Drawn to the industry by the desire to build a business and do meaningful work for clients, I started as a financial professional in the late 1990s. I was in a training class of 32 people who all started at the same time. I was the only female — and only one of three people in our class who survived and moved on to have a career in...

What your clients really want? P.S. It’s YOU!

By Jaclyn Bradley

We are almost one-third of the way into the second quarter, and this year has already proven challenging. First, most of us have dropped the ball on our New Year's resolutions. In fact, the statistics tell us that 23 percent of people quit their resolutions in the first week, and only 36 percent make it past the first month. Unfortunately, that...

Accidentally in Love (With Sales)

By Courtney Kastelic

Like most insurance sales representatives, I’ve dreamed of selling disability insurance my whole life! OK, you caught me. That’s not exactly true. I was born in the “Insurance Capital of the World” — Hartford, Connecticut — before spending my childhood in Phoenix, Arizona. But the truth is, growing up, I...

Barbara Walters and Women Financial Advisors: Industry Trailblazers

By Jaclyn Bradley

Recently, the world lost Barbara Walters, a journalism pioneer in a male-dominated industry. Like you, she took many risks in her profession, and they paid off immensely. Walters became the first female co-anchor of a network evening news program, a talk show household name, and recipient of many awards, including an Emmy. As I considered...

The ABCs of Sponsorship, Part 2: D Is for Defending

By Toni Gonzales

“Surround yourself with people who would mention you in a room full of opportunities.” It’s a quote we’ve seen often, and I can’t think of a better one to kick off my first blog of 2023 as I revisit and expand on the ABCs of Sponsorship concepts of Amplifying, Boosting, and Connecting, adding a “D”...