Category Archives: Financial Services

Maura Cunningham: Inspiring Young Girls To Rock Wall Street

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Financial planning is key to a successful future. However, a lot of women believe that working with numbers may be too challenging for them, when the reverse is actually true. Thankfully, there are organizations like Rock The Street, Wall Street that aim to show young girls and women just how fun finance can be.

In today’s episode, listen in to learn how Maura Cunningham, founder of Rock The Street, Wall Street,

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Showing Clients the “Magnificent View”

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If your clients are not talking about how great you are – perhaps, just perhaps, they don’t recognize all you do. If a client has been working with a financial advisor for a few years, do they recognize all the above and beyond activities that are being done for them or do they consider it just regular service? Do your clients know how unique you are compared to the competition? Do they have something interesting to tell their friends and colleagues about what you do?

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Barbara Stanny: Prince Charming Isn’t Coming – How she lost everything, got it back, and then some!

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Ever wonder how women with six-figure salaries ended up so successful?

Learn their secrets from Barbara Stanny, a best-selling author who has been featured on CNN, Fox, CNBC, and other notable publications. She talks about how financially successful women have understood the concept of power from a female perspective, and how they have harnessed that in order to have financial independence.

She relates her own personal and devastating experiences with money,

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Lori Price: Guiding Women to Affluence Through a Key Secret to Financial Success

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In today’s interview, Lori Price, long-time financial advisor and CEO of Price Financial Group, talks about the challenges people face while planning out their finances for the long-term. She touches on the kinds of decisions that tend to sabotage people’s futures, and some tips anyone should consider to prevent long-term money troubles.

She also tells stories about how she helped her clients remain financially sound for a long time, despite living longer than they themselves have anticipated.

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Candace Bahr: Changing the financial success of women

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Going through divorce can be one of the most difficult and expensive things anyone can go through. In this episode, Candace Bahr, talks about the resources available through the non-profit that she co-founded: Women’s Institute for Financial Education (Wife.org).

Wife.org has helped thousands of divorcees across the country with Second Saturday, a program that has provided assistance to many men and women in dealing with the legal, financial, and psychological aspects of divorce.

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