Welcome to the official blog of WIFS, highlighting 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 monthly LeadHER blog posts. Please email firstname.lastname@example.org if you're interested in providing an article that aligns with the following topics:
January 2019: Success Strategies
February 2019: Collaborating with Your Team of Office
March 2019: Fostering Collaboration with Clients
All articles are due by the 15th of the prior month to the WIFS National Office. Articles submitted will be acknowledged upon receipt then submitted to the Editorial Committee for review. The approval process generally takes between two to three weeks depending upon the article's complexity, length and anticipated publication inclusion date. Authors will be notified of the review outcome, informed of any comments or recommendations and the anticipated publication date. WIFS reserves the right to edit articles for grammar, length, and appropriateness of content. We will make every effort to preserve the author's style.
© 2018 Women in Insurance and Financial Services. All Rights Reserved.
In Search of Your Why… Preparing Your Clients for a Better Tomorrow
By ShirleyAnn Robertson, Financial Professional, Prudential Advisors
“It’s not IF something will happen, it is WHEN it will happen and when it does, will you be prepared?” These words resonate within me every time I speak to an entrepreneur, an executive, a couple, a single parent, or with anyone about their financial future. As a financial professional of 26 years, assisting clients prepare for the financial turbulence of life keeps me passionate about my career.
Practice Management at Work for You
By Toni Sova-Corfee, Regional Vice President Sales and Distribution, Ameritas
Have you ever wondered how successful advisors (and managers) do “it all”? It is as though their days have more hours than yours do, but you know that is not possible. Their schedule contains a healthy balance of business development activity alongside professional development and networking activities. You, on the other hand, seldom feel as organized as you needed to be, you struggle with too many choices for conferences and events you’d like to attend, and you find yourself getting derailed (hijacked) throughout the day. There is never enough time (or money) for “it all”. It is maddening! What is their secret?