Kimberly Sanders adopted a typical path into monetary companies, gaining an undergrad in finance and dealing for a collection of banks and brokerage companies. When she grew to become pregnant, she made the choice to remain dwelling for eight years to lift her youngsters. However when it was time to return to work, the trail was not so clean.
For Anna Howard, her path into the {industry} was pushed by a want to earn validation from her father, additionally an government in monetary companies. Later in her profession, she realized the trail she took and centered on constructing a extra genuine and fulfilling life for herself. She and her husband lately went by a multi-year course of to change into foster dad and mom, so now they’re managing 4 youngsters, two of which have particular wants, whereas working full-time.
On this episode, WealthManagement.com Managing Editor Diana Britton explores the stability between work and residential life with Anna Howard, head of Non-public Wealth at LPL Monetary, and Kimberly Sanders, head of Strategic Wealth Companies at LPL.
Anna Howard
They contact on:
- The distinctive struggles confronted by ladies within the monetary companies {industry}, notably with work-life stability
- The journey again into the workforce after taking a hiatus and the obstacles encountered alongside the way in which
- The significance of male sponsors
- Methods for managing private well-being and household life whereas pursuing a demanding profession
- The significance of mentorship, advocacy and constructing a assist community for ladies in finance
Kimberly Sanders
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About Our Company:
At LPL Monetary, Anna Howard focuses on serving high-net-worth advisors and their purchasers, launching LPL Non-public Wealth Administration to supply industry-leading advantages and enhanced service. Previous to LPL, she superior her profession at First Republic Financial institution and Wells Fargo Non-public Financial institution, the place she developed progressive assets and grew property beneath administration.
Kimberly Sanders, Senior Vice President, Advisor Options at LPL Monetary, leads LPL Strategic Wealth Companies, a contemporary supported independence resolution that allows advisors and enterprise house owners to construct and develop their companies based on their imaginative and prescient. On this position, Kimberly oversees a seasoned administration workforce that allows advisors to optimize on LPL’s relationships, assets, and companies to construct fairness of their model and enterprise so advisors can proceed to thrive. Previous to LPL, Kimberly served RIA purchasers and prospects at Schwab Advisor Companies, offering enterprise consulting to assist the custodian’s present and potential purchasers.
If in case you have a wrestle and want to share your experiences and assist others in comparable conditions, please attain out to Diana at [email protected].
The Wholesome Advisor podcast is out there on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are discovered.
