Cathy Curtis, CFP®, sits down with Laura Webb, CFP®, for a candid conversation about what it really took to build a successful firm long before “holistic financial planning” was part of the industry vocabulary. Laura reflects on launching her practice in 1995, the role professional networks played in her growth, and why she continues to invest her time and leadership in the Women’s Leadership Alliance to help bring more women into the profession. [05:08] Advice for Aspiring Women Financial Ad...
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Cathy Curtis, CFP®, sits down with Laura Webb, CFP®, for a candid conversation about what it really took to build a successful firm long before “holistic financial planning” was part of the industry vocabulary. Laura reflects on launching her practice in 1995, the role professional networks played in her growth, and why she continues to invest her time and leadership in the Women’s Leadership Alliance to help bring more women into the profession. [05:08] Advice for Aspiring Women Financial Ad...
Cathy Curtis, CFP®, sits down with Laura Webb, CFP®, for a candid conversation about what it really took to build a successful firm long before “holistic financial planning” was part of the industry vocabulary. Laura reflects on launching her practice in 1995, the role professional networks played in her growth, and why she continues to invest her time and leadership in the Women’s Leadership Alliance to help bring more women into the profession. [05:08] Advice for Aspiring Women Financial Ad...
