Focused on the Future

Focused on the Future: Teri Shepard on the Key to Advancing Women in Wealth Management


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In the latest episode of the Focused on the Future podcast, veteran industry leader Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the role that a financial advisor plays, how she and her firm are investing in women and why constantly challenging oneself is the only way to evolve …

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Focused on the FutureBy Suzanne Siracuse