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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The Perfect Week

By TESkipper

Throughout my career in practice and management, I've collaborated with Agents and Financial Advisors to enhance their businesses. Many, if not all, have lamented the struggle of having too much on their plate and too little time to manage it all effectively. Time management stands as one of the pivotal aspects of running a successful business,...

Unlocking Potential: Leveraging 77rr Women in Financial Services

By Catherine (Kate) Beck

We want to unlock the potential because a lot of financial advisors are unaware of the tremendous effects the 7702 changes had on cash value life insurance products issued on or after January 1, 2021. Statistics show that tax planning is a high priority for your clients, yet few advisors are having these conversations. Until now.

Empowering Women in Financial Services: My Journey to Starting a Private Practice

By Leslea Stock-Lopez

As a financial advisor who ventured into private practice, I want to share my experience and insights. A desire for greater control over client relationships drove me to start my practice. Along the way, I learned valuable lessons about the importance of support, understanding your business, finding a mentor, targeting the right market, and...

Celebrate Galentine’s Day at the Workplace…Fun and Inclusive Ideas for All

By Kari Ellis

Galentine’s Day, traditionally observed on February 13th is a day dedicated to celebrating the bond between female friends. While it’s typically associated with informal gatherings among girlfriends, it’s also a perfect opportunity to foster camaraderie, encourage support, strengthen connections, and cultivate friendship among...

The Power of Intentional Community

By Laura Fazzini

I officially started in the financial services industry in May of 2022 when I joined my father’s firm, Premier Planning Group. As a second-generation financial professional, my journey to this career has been deeply rooted in community. I grew up listening to my dad talk about his work at the kitchen table and I met his partners and...