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Advisor Insights

How to Be an Active Ally to Women in Financial Services

It’s one thing to call yourself an ally, and another to do the work.

A financial advisor friend of mine--a white man--asked me for advice. He recently had met a talented woman trying to get into the wealth management business. He recognized her potential and wanted to help her succeed. He asked me for suggestions on how to help. Our text exchange:

Me: “You play golf, right? I know this seems unrelated, but trust me.”