Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Be Your Own Advocate: An Advisor's Journey to $42M AUM
A Woman's Clarity®
29 minutes 51 seconds
1 year ago
Be Your Own Advocate: An Advisor's Journey to $42M AUM
How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and guest Julie Manning, RICP®, CFF, a top advisor at C2P and founder and CEO of Keystone Wealth Management. Together they discuss Julie’s unexpected journey into financial services and how she built a successful practice focused on empowering women clients. Throughout their engaging conversation, Julie offers valuable insights on building client relationships, the power of empathy in financial advising, and the rewards of helping women achieve financial clarity. She also shares insights on maintaining work-life balance and advice for the next generation of women in the financial industry. Tune in to hear Julie's unique perspective on success, work-life balance, and the bright future for women in financial services.Resources:* Die With Zero: Getting All You Can from Your Money and Your LifeStatistics:* Advisorpedia: Why 80% of Women Leave Their Advisors When They Lose Their Husband (https://c2pe.info/3zCMtZI)* Statista: Share of women in leadership positions in the financial services industry in the United States in 2021, with forecast for 2030 (https://c2pe.info/3S3hmNo)
A Woman's Clarity®
Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
