Tricia Mulcare
Principal, Homrich Berg Wealth Management
Atlanta, Ga.
1. It starts in school. Students should know that advisors work directly with clients, oftentimes during periods of high stress and transition. Female advisors are well suited to bring calm as clients navigate life-changing decisions.
2. Young women should know that oftentimes advisors will experience deep relationships with clients who come to truly see you not only as their advocate and trusted advisor, but also as a trusted friend.
3. Firms need to be flexible with women as they start families. The really tough years are the day-care sick days, and firms should find ways to “make it work.” Homrich Berg has used a combination of reduced hours/client responsibilities and started an intentional women’s group to share best practices in an effort to retain our female professionals.
Cady North
CEO, North Financial Advisors
San Diego, Calif.
1. We need to create a profession and a career path that focuses on advice, not sales. Many women are turned off by a sales-focused career.