The Insured Retirement Institute President and CEO Cathy Weatherford’s new book, “Women and Wealth: Inspiring Stories from Real Women on the Path to Financial Success,” offers lessons from women who have overcome financial challenges, with each story providing takeaways for both women and the financial professionals who serve them.
Washington D.C.-based employee benefits specialist Donna Alcorn has worked long and hard to develop trust among her client base, enabling her to deepen relationships as clients progress in their careers and go on to retire.
New York-based producer and insurance brokerage owner Susan Combs says setting up teams within your organization is crucial in making your business – and your life – more efficient. Here are a few tips about how her work teams are set up that have made a huge difference.
A strong desire to help as many people as she can drives this high-profile Tampa-based advisor, who had her “light bulb moment” three years ago that led her to start her own wealth management advisory firm.
Perhaps the biggest challenge most insurance agents continually face is figuring out how to keep their pipeline of good prospects filled. This week we poll readers to find their favorite source leads.
Being successful is not just about you. It’s about cultivating the success of others as well as yourself. WIN contributor Rachel Marie Earp says throughout her journey, she has learned the value of mentorship and developing a continual plan of action on how to achieve your goals.
This frequent-flying executive has mastered the skill of working efficiently on the run, and has built a culture where women can thrive and lead.
Study finds a growing percentage of women are confident in role as “CFO” of their household, but not as confident when it comes to investing and retirement planning. This shows the importance for producers to demonstrate they understand the needs of a modern family.