What's Current

May 3, 2016 | Financial Advisor

Women Advisors: How To Diversify The Advisor Practice

By: Dan Jamieson

There’s little argument the financial services industry needs more women advisors. The question is, how can it grow the ranks of women? Look for organizations to join and support and opportunities to connect with young people at high schools and colleges, said Jocelyn Wright.

April 4, 2016 | Make It Better

9 Reasons You’re Not Rich Yet

By: Meghan Streit

You make a decent living, have a nice house and don’t have any debt. But yet, you still haven’t achieved the true financial freedom that comes with ample retirement savings, capital to support the philanthropic causes that are important to you, and wealth to pass on to your children and grandchildren.

March 18, 2016 | Investor's Business Daily

What Women Have To Offer As Financial Advisors

By: Margaret Price

On one hand, some women advisors claim a natural and enduring edge with women. Said advisor Jocelyn Wright, “We tend to be empathetic, good at listening to people and building relationships and having a level of patience that makes us uniquely qualified in this profession.”