How can women financial advisors embrace their strengths and challenge the status quo?
One way is with Adri’s Savvy Women Seminar.
Adri Miller-Heckman brings Susan Washburn, a Senior Financial Planner at ProVise Management Group, back onto the show today to talk about how she’s done just that – overcome personal challenges to establish her focus on women with a purpose. Susan walks us through the process of arranging and hosting her Savvy Women Invest on Purpose Seminar to engage potential clients. She emphasizes the importance of in-person events, clear communication, understanding women’s unique financial challenges, and overcoming your fears.
Susan discusses:
- Her journey in the financial industry, including how she overcame personal challenges
- How she overcame her fear of the unknown and became fearless
- What made her Savvy Women Invest on Purpose Seminar successful
- The benefits of hosting in-person events over virtual events
- Why having a compelling message and genuine story to share with potential clients is essential