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After being diagnosed with a life-threatening autoimmune disorder at the age of 13, Lynn Daly discovered the importance of embracing flexibility.
As a female financial advisor, Lynn quickly learned that flexibility is essential to be more effective in your life and workplace.
In this episode, Adri talks to Lynn Daly, CLTC®, CDFA®, founder and owner of Daly & Associates at Focus Financial, about her experience as a female advisor in the financial industry and how her experience with a sudden illness shaped her path.
Adri and Lynn discuss:
- Why Lynn shifted her career path from social work to financial advising
- Lynn’s experience with a sudden illness and how it directed her priorities in life
- Lynn’s current role at Focus Financial and her decision to focus on women
- Why female financial advisors need to embrace flexibility in the industry
- And more
Related: Dear Female Advisors: Your Purpose Determines Your Paycheck