We’re excited to welcome on one of our advisors today, Heather Atkins, CFP®, CRPC®, to talk about women in our industry. She’s someone who has been a key part of our team and we wanted to spend some time understanding the challenges women face, why there aren’t more women in this profession, and what she believes makes a great advisor.

 

Read more and get additional financial resources: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:41 – How she got started in the business

4:15 – Studying finance in school

5:11 – Different cultures around money

6:52 – Educational workshops

8:54 – Working with couples

14:17 – Encouraging a spouse to get more involved

16:02 – Reasons women should be more involved

17:41 – Debt

20:49 – Differences in men and women viewing money

22:27 – Unrealized gains and losses