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.

By Bellaria Jimenez, CFP®, ChFC, MBA
President and General Agent, MassMutual Tri State

Why millennials? As financial advisors, our industry is shrinking and going through a critical period that we can no longer ignore. We have always endured high turnover but now it is compounding as we face an aging advisor population. As a financial advisor, you have two options: Ignore it and make it someone else’s problem or help us change our future. I recently attended an industry event and a few advisors and managers were in deep discussion about not hiring millennials because they just didn’t get them. I have read articles with various viewpoints and have seen all sorts of comments on how this generation job hops every few years and gets bored easily and the big gap that exists in the way they view life. The reality is that this is the future, this is the next incoming generation, and we need to learn how to attract them.

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.