You Are Here: Home » Posts tagged "gender diversity"

Keeping it in Perspective: A Woman’s Take on the Profession

When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been made in the past decade, but many financial planning firms still don't have a large number of female advisers on staff.  In this blog post, Sonstein shares how a woman's perspective can help firms provide better service and value to their clients. To re ...

Read more

©2021 NACVA and the Consultants' Training Institute • (800) 677-2009 • 1218 East 7800 South, Suite 302, Sandy, UT 84094 USA

event themes - theme rewards

Scroll to top
UA-49898941-1
lw