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Results: 2

Vanessa Y. Bucklin, MBA, CLU; Amanda Cassar, MFP, AFP; Kelly Clements; Susan Catherine Paterson, FChFP

Oct 10, 201960 min

Success strategies of the female advisor

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.

Vanessa Y. Bucklin, MBA, CLU; Amanda Cassar, MFP, AFP; Kelly Clements; Susan Catherine Paterson, FChFP

May 16, 201926 min

Success strategies of the female advisor

How do you run a business, raise a family and maintain relationships all at the same time? In this panel session, you’ll hear three top performing women in the financial services profession discuss the unique challenges that many female advisors face both inside and outside the office. Learn how to adapt during different stages of your personal and professional lives, while also using leadership skills and relationship tips to your advantage.