Guest Columnist Amy Parvaneh

Great article that combines Goldman and Parenting. Difficult,but we need to keep at it so we can keep our job and our kids attention.

RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them

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Amy Parvaneh

<p>The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them.</p> 

<p>Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.</p>

Women of Wealth Management

To achieve growth, investment advisors need to stop avoiding a 'sales culture' and achieve clear organic growth goals by, cough... selling

RIAs need to get over 'quotas' when it comes to sales and growth, or end up being owned by an RIA that knows how to impose them

Jeff Spears

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