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Many advisors are passionate about working and helping women, but they’re afraid to lock themselves up in too narrow of a target market and end up in a pigeonhole.
Today we will show you how this fear is unfounded, providing more light on the power that comes with a clear focus.
In this episode, Adri sits down with Emily Patton, Founder and Partner of The Partners Group LLC, to talk about her experience in the financial industry, including why she made the transition into the industry, the importance of family, how she sets her personal goals, embraces struggles, and celebrates accomplishments. In this episode,
Adri and Emily discuss:
- How Emily went from coaching gymnastics to a financial advisor
- The scariest part of the job and transition for herself
- How Emily was able to find personal success
- The purpose Emily has created at her company and within herself
- Her experience with special needs financial advising
- Emily’s advice to other women who are fearful of fully committing
- And more
Related: Stepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman