Welcome to the official blog of WIFS, sponsored by Prudential.

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 monthly LeadHER blog posts. Please email office@wifsnational.org if you're interested in providing an article that aligns with the following topics:

April 2019:                What You Can Do Now to Impact Next Year's Tax Return
May 2019:                 The Key Differences Between a Will and a Trust
June 2019:                The Changing Landscape of Long-Term Care
July 2019:                  Advancing Your Career Through Leadership
August 2019:           Next Generation Leadership: Cultivating Your Culture
September 2019:    The Value of Designations in the World of Teaming
November 2019:     Attracting the Next Generation of Clients and Advisors
December 2019:      The Now Generation: Engaging Millennials

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.

© 2019 Women in Insurance and Financial Services. All Rights Reserved.

By Kathleen Johnson, Vice President at BNY Mellon | Pershing

The Merriam Webster dictionary defines collaboration this way: to work jointly with others or together especially in an intellectual endeavor.

With this shared understanding, I wondered, what makes some collaborations successful and others less so? In pursuit of more explanation I asked colleagues to describe recent group projects.

The responses reveal elements that impact the practice of working together. Some mentioned are: personality types, priorities, goals, approaches, positions, knowledge, experience and age. With all of these factors influencing collaborations, how to succeed becomes more complicated than simply “work jointly together.”

Read the complete article here.

By Charlotte Geletka, CRPC, Managing Partner at Silver Penny Financial Planning

As the women’s movement continues to permeate our culture and our social media feed daily, we need to continue to help our female clients on their path to financial empowerment. Our role as advisors is to coach and educate our clients, thus helping them to feel empowered when it comes to their financial lives.

Read the complete article here.

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For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.