Women In Wealth
Planning with Pride: How Advisors Can Better Serve the LGBTQ+ Community
By Carson Group, in collaboration with Laura LaTourette, CFP®, Managing Partner, Senior Wealth Advisor, Family Wealth Management Group The LGBTQ+ community in the U.S. represents a significant and growing economic force, with an estimated $1.4 trillion in annual purchasing power – making it one of the most financially influential demographics in the country. Yet despite …
Carson Group
June 5, 2025
Flip the Script: How Sponsors Can Increase Representation of Women in Wealth Management
In her more than two decades in the financial services industry, Clara Sierra hasn’t had many sponsors. “I’ve had many, many, many mentors,” said Sierra, who is a senior director at Moody’s Analytics. “But I would say I have only had two sponsors.” As a woman and as an Afro-Latina, sponsors are few and far …
Ana Trujillo Limon
April 30, 2025
The Sum of Five: The Levels of Building Your Mentor Network
Motivational speaker Jim Rohn is famously quoted as saying: “You are the average of the five people you spend the most time with.” Take a moment and jot down the names of the five people you spend the most time with. Are they people you aspire to be like? Do they have the characteristics you …
Ana Trujillo Limon
April 28, 2025
The Importance of Focusing on Women and the Next Generation in Client Segmentation
Occam’s razor is a principle often ascribed to logician and Franciscan friar William of Ockham. Essentially, it states that in most cases, the simplest option is usually the right option. And Leonardo da Vinci has been quoted as saying, “Simplification is the ultimate sophistication.” So, two of the most brilliant people to ever live on …
Greg Opitz
April 26, 2025
Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power goes out, it can be a very daunting feeling,” said Lazetta Rainey Braxton, MBA, CFP, CEO and President of The Real Wealth Coterie, at her Excell …
Ana Trujillo Limon
March 29, 2025
The Case for a Diverse Workplace as a Business Driver
Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet firms that extend this focus to include people with disabilities are discovering additional advantages. Hiring differently-abled employees can foster innovation, enhance customer experience and boost overall …
Lisa Toppin
March 28, 2025
Culture is Queen: The Case of the Queen Bees, Bros and Old Boys
We still haven’t solved the puzzle of building inclusive cultures. But when organizations are able to develop inclusive cultures where women can thrive, they can be more influential and differentiate themselves in the industry. Our 2023 State of Women in Wealth Management research gave us insight into why culture is so important to women in …
Ana Trujillo Limon
March 27, 2025
From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services
Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what next year might look like. After she finished her report, one board member said, “That was a great slide that Matt presented.” Here Johnson was, the …
Ana Trujillo Limon
January 20, 2025
‘A Problem that Calls Out to Be Solved’: Why We Should Focus on Eliminating Barriers for Women in Wealth Management
Back in the days when Carson’s Dr. Julie Ragatz, VP, Advisor Growth Strategy, was working alongside Kristi Rodriguez at Nationwide, she did research on the perceptions students at HBCUs and Black advisors had about working in the financial services industry. That research sparked a passion in her, and she found that there was a need …
Ana Trujillo Limon
January 18, 2025
A Full Circle Moment: From Power Lunch to Fearless Girl
Remember sick days when you were little? You’d stay home from school and scroll through the TV Guide to find something to watch. Most kids would watch The Price is Right. But one day when I was home sick, I scrolled through the TV Guide and found this thing called Power Lunch. It was a …
jgolson
November 13, 2024
How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …
Carson Group
June 22, 2024
Advisors Face A Diversity Problem
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …
Carson Group
June 11, 2024