Executive director
CFP Board Center for Financial Planning
Washington, DC
1. Culture matters. Research conducted by CFP Board shows that gender bias still exists within some firms. We need to shine a light on firms with strong programs in place to support and develop women advisors as models for others to follow.
2. Lead from the top. CEO-level commitments to recruiting and advancing women need to be fully implemented by middle-level managers. Given the profession’s widening talent gap, everyone must be invested in a diverse workforce to serve the client of the future.
3. Dispel misperceptions. Women need to know that financial planning is fundamentally about helping people meet their life goals. It is a profession that combines technical expertise with strong communication and relationship skills, integrity and empathy.
Kaytlin Hall
Co-director of the Women of Wealth Group
Gerber Kawasaki Wealth &
Investment Management
Santa Monica, Calif.