Jul 29, 2022
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