The Healthy Advisor: The Juggle Is Real With Anna Howard and Kimberly Sanders
24 بار بازدید -
ماه قبل
-
Kimberly Sanders followed a typical
Kimberly Sanders followed a typical path into financial services, gaining an undergrad in finance and working for a series of banks and brokerage firms. When she became pregnant, she made the decision to stay home for eight years to raise her kids. But when it was time to return to work, the path was not so smooth.
For Anna Howard, her path into the industry was driven by a desire to earn validation from her father, also an executive in financial services. Later in her career, she realized the path she took and focused on building a more authentic and fulfilling life for herself. She and her husband recently went through a multi-year process to become foster parents, so now they’re managing four kids, two of which have special needs, while working full-time.
In this episode, WealthManagement.com Managing Editor Diana Britton explores the balance between work and home life with Anna Howard, head of Private Wealth at LPL Financial, and Kimberly Sanders, head of Strategic Wealth Services at LPL.
They touch on:
- The unique struggles faced by women in the financial services industry, particularly with work-life balance
- The journey back into the workforce after taking a hiatus and the obstacles encountered along the way
- The importance of male sponsors
- Strategies for managing personal well-being and family life while pursuing a demanding career
- The importance of mentorship, advocacy, and building a support network for women in finance
Resources:
Listen to the latest episodes of The Healthy Advisor: https://www.wealthmanagement.com/feat...
Connect With Anna Howard:
LinkedIn: Anna Howard:
LPL Financial: https://www.lpl.com/
Connect With Kimberly Sanders:
LinkedIn: Kimberly Sanders: LinkedIn: kimberly-sanders
LPL Financial: https://www.lpl.com/
Connect With Wealth Management & NREI:
https://www.wealthmanagement.com/
Email: [email protected]
LinkedIn: Diana Britton: LinkedIn: diana-britton-8826b53
LinkedIn: Informa: LinkedIn: informa
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI
About Our Guests:
At LPL Financial, Anna Howard focuses on serving high-net-worth advisors and their clients, launching LPL Private Wealth Management to offer industry-leading benefits and enhanced service. Prior to LPL, she advanced her career at First Republic Bank and Wells Fargo Private Bank, where she developed innovative resources and grew assets under management.
Kimberly Sanders, Senior Vice President, Advisor Solutions at LPL Financial, leads LPL Strategic Wealth Services, a modern supported independence solution that enables advisors and business owners to build and grow their firms according to their vision. In this role, Kimberly oversees a seasoned management team that enables advisors to optimize on LPL’s relationships, resources, and services to build equity in their brand and business so advisors can continue to thrive. Prior to LPL, Kimberly served RIA clients and prospects at Schwab Advisor Services, providing business consulting to support the custodian’s existing and potential clients.
#podcast #financialadvice #mentalhealth
For Anna Howard, her path into the industry was driven by a desire to earn validation from her father, also an executive in financial services. Later in her career, she realized the path she took and focused on building a more authentic and fulfilling life for herself. She and her husband recently went through a multi-year process to become foster parents, so now they’re managing four kids, two of which have special needs, while working full-time.
In this episode, WealthManagement.com Managing Editor Diana Britton explores the balance between work and home life with Anna Howard, head of Private Wealth at LPL Financial, and Kimberly Sanders, head of Strategic Wealth Services at LPL.
They touch on:
- The unique struggles faced by women in the financial services industry, particularly with work-life balance
- The journey back into the workforce after taking a hiatus and the obstacles encountered along the way
- The importance of male sponsors
- Strategies for managing personal well-being and family life while pursuing a demanding career
- The importance of mentorship, advocacy, and building a support network for women in finance
Resources:
Listen to the latest episodes of The Healthy Advisor: https://www.wealthmanagement.com/feat...
Connect With Anna Howard:
LinkedIn: Anna Howard:
LPL Financial: https://www.lpl.com/
Connect With Kimberly Sanders:
LinkedIn: Kimberly Sanders: LinkedIn: kimberly-sanders
LPL Financial: https://www.lpl.com/
Connect With Wealth Management & NREI:
https://www.wealthmanagement.com/
Email: [email protected]
LinkedIn: Diana Britton: LinkedIn: diana-britton-8826b53
LinkedIn: Informa: LinkedIn: informa
LinkedIn: WealthManagement: https://bit.ly/WealthManagementLI
About Our Guests:
At LPL Financial, Anna Howard focuses on serving high-net-worth advisors and their clients, launching LPL Private Wealth Management to offer industry-leading benefits and enhanced service. Prior to LPL, she advanced her career at First Republic Bank and Wells Fargo Private Bank, where she developed innovative resources and grew assets under management.
Kimberly Sanders, Senior Vice President, Advisor Solutions at LPL Financial, leads LPL Strategic Wealth Services, a modern supported independence solution that enables advisors and business owners to build and grow their firms according to their vision. In this role, Kimberly oversees a seasoned management team that enables advisors to optimize on LPL’s relationships, resources, and services to build equity in their brand and business so advisors can continue to thrive. Prior to LPL, Kimberly served RIA clients and prospects at Schwab Advisor Services, providing business consulting to support the custodian’s existing and potential clients.
#podcast #financialadvice #mentalhealth
ماه قبل
در تاریخ 1403/03/23 منتشر شده
است.
24
بـار بازدید شده