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SALES
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March, 2023
Featured Person
Amy Brown, Director of Operations & Commercial Lines
Bettina Schaller Bossert President
Danielle Cantor Jeweler Partner and Executive Vice President
Company Name
Assured Partners assuredpartners.com
World Employment Confederations wecglobal.org
FAME famebb.com
Brief
As the Regional Director of Operations and Commercial Lines at AssuredPartners, Amy regularly and proactively collaborates with every department and sector of the agency, which helps her fine-tune her abilities.
Bettina Schaller oversees the Group Public Affairs activities of the Adecco Group, encompassing regulatory and policy issues and the Adecco Group’s memberships in Employers’ Associations at global and European scale.
Danielle Cantor Jeweler, Executive Vice President and Partner of F.A.M.E., is an NBPA Certified Agent, representing current and retired NBA talent.
Emily Dulin CEO
Kristin Ramlal, Vice-President Institutional Sales
Nikki Cockcroft CEO
Nnenna Uboma, Chief Strategic Officer & Analytics Senior Leader
Rachel Lemos Executive Director, Supply Chain
Roshni Wijayasinha Founder
Taryn Andersen CEO and Co-founder
Brooke USA BrookeUSA.org
Canada Life canadalife.com
The Digital Team digitalteam.dev
Beyond Math beyondmath.ca
Emily is an experienced not-for-profit executive with in-depth knowledge of branding and marketing, and a track-record of success in fundraising - from major gifts and planned giving to special events and direct mail.
With nearly 20 years of experience in the financial services industry, Kristin has gained experience in several areas.
Nikki Cockcroft is an executive leader in digital transformation, e-commerce, strategy consulting, marketing, data strategy and customer-led businesses.
As the world moves more and more into an automated black box, Beyond Math helps kids to begin early to develop and retain in-depth analytical, complex problem-solving skills required to succeed in a more digitally aware and interconnect global society.
BC Ferries bcferries.com
Prosh Marketing proshmarketing.com
Impulse4women impulse4women.org
Rachel has over 20+ years experience in Supply Chain and Procurement, proven track record leading teams in complex organizations, both in the private and public sector.
Roshni is a trusted marketing leader with 15 yrs of progressive experience helping companies bring brands and products to market.
Taryn Andersen She is CEO and Co-founder of Impulse4women, an international nonprofit association operating both online and offline.
Paving her way in a challenging journey to success, facing numerous challenges and obstacles, has broken Danielle Cantor Jeweler the glass ceiling to become one of the most empowering women in business.
As the at , Partner and Executive Vice President FAME Danielle is passionate and dedicated to her clients with a result-driven approach. Her achievements have inspired many women to pursue their dreams and break barriers in their respective fields.
Danielle's success is a testament to the power of determination, hard work, and perseverance. She continues to set an example for women everywhere to strive for excellence in their careers.
We caught up with Danielle to learn more in-depth about her professional journey.
Below are the highlights of the interview:
Brief our audience about your journey as a business leader until your current position at FAME. What challenges have you had to overcome to reach where you are today?
I always knew I wanted to spend time in or around the professional sports business. I wasn't sure if I could necessarily make a career in the sports industry because it simply wasn't on my radar back then. I had several relevant and impressive summer jobs/internships in the sports industry. However, I
didn't believe there was a real future for me in the business side of professional sports. I thought I was going to work in finance or marketing, like most of my friends and peers coming out of the University of Pennsylvania and Wharton at the time. I figured I could volunteer, find "passion projects" to do, get involved with Boards and non-profits in the sports world, etc., while 'making a living' in the finance industry. But, after contacting SFX Sports Group, because I had read that David Falk sold his company, F.A.M.E, to SFX (a large media conglomerate making waves in sports and entertainment at the time) for a large sum of money, my heart was set on pursuing a potential career in sport. I was hired for the summer as an unpaid "intern" (they didn't even have such a thing as interns at the time) in marketing and finance.
I quickly realized that I had to follow my passion for the business of sport, regardless of the SIGNIFICANT difference in pay from the job opportunities I was offered in finance, accounting, and marketing. Eventually, I was offered a full-time position at SFX in the Talent Marketing division. Over the next 5-6 years, I worked my way up from Manager to Director to Vice President of Basketball Marketing.
When I started at SFX in May of 2000, it was a growing full-service sport and entertainment agency with about 1,100 athlete clients and approximately 900 employees across 7 SFX Sports offices across the United States (and another two offices in Europe). In 2007, SFX (owned by ClearChannel Entertainment) was acquired by Live Nation, and the sports-related business was not part of Live Nation's long-term vision, so each agent/sports division restructured and moved on. I was weighing my options at the time, as I was working closely with/for several prominent basketball agents and their respective clients, so I was conflicted about my future. Ultimately, when David Falk told me about his plan to relaunch FAME, this time as an ultraboutique sports agency, and he shared with me his vision and the opportunity for me to become his partner in the business, I was all-in, and we relaunched the new version of F.A.M.E., together, in 2007.
I did not PLAN to become an NBPA Certified Agent. As I said, I always knew I wanted to have a career in sports, but I decided to focus more on financial management or marketing/endorsements. This role evolved, naturally, over many years in the business. Over the years, I tried hard to lead with my values and avoid getting caught up
We saw our clients as partners rather than just another asset in our extensive inventory of business.
in the 'rat race' of the NBA agent business. This industry is filled with unethical people and questionable business practices. It was tough not to 'walk away' many times when I constantly felt that no matter how hard I worked or how unconditionally dedicated I was to my clients and colleagues, people continued poaching clients, cheating, and cutting corners all around me.
I never lost focus and never tried to push too hard. I think staying focused on relationships—earning and gaining the respect of the NBA owners, General Managers, top executives at big companies, and NBA athletes alike—is how I thrived. I always cared more about my relationships than accolades, media attention, salary increases, job titles, or anything else. As long as the folks with whom I continued to workwhether daily internally or with key stakeholders and executives
negotiating across the table—respected me and valued my role, I felt that was enough!
Everyone has a different path and a different journey. There isn't a blueprint, a formula, or a roadmap to becoming a successful agent. Working for a huge sports agency was the perfect way to gain exposure to and
experience in all aspects of the industry. I was willing to do whatever kind of work was needed on any given day, so I had the opportunity to learn about each area where our agency focused, including public relations, media training, client services, real estate services, investments, financial literacy, tax prep, legal services, branding, marketing, and so on. I didn't realize it at the time, but it allowed me to see the world of representing professional athletes from a holistic perspective, and I was able to do so through many different lenses.
Then, once I became a Partner at F.A.M.E., I evolved into the leader that I am today; I continue to rely on the knowledge and experience I gained throughout this 23year journey working with NBA athletes to add value for my clients, my partner, and colleagues, and the folks with whom I'm working, negotiating, and collaborating every single day. I grew the most as a leader from challenging times, obstacles, and failures. I became the confident leader I am today because of the years of grinding, hustling, and patiently observing the ecosystem around me.
Tell us something more about your company and its mission and vision.
David Falk originally sold F.A.M.E. to a large media company in 1998. He was a visionary. SFX was one of the first large full-service sports agencies, and David Falk saw the market opportunity before anyone else. The many talent
agencies in sports today (like CAA, Wasserman, Klutch, Excel, etc.) wouldn't have the proof of concept or the business model without companies like SFX and visionaries like David Falk. Before David Falk changed the landscape for professional athletes to become brands (what he did with Michael Jordan really didn't exist before, and certainly not for black athletes in team sports), there were very few business opportunities for those athletes beyond their playing contracts on the court or the field.
Then, David saw the industry trending towards huge full-service agencies representing hundreds of athletes. He decided to buck the trend again, returning to being a small, ultra-boutique agency to be different from everyone else in the space at the time.
When we relaunched F.A.M.E. in 2007, the vision and model were about being small, highly personal, individualized, and selective with our clients. In an era when sports agencies were a one-size-fits-all, highvolume, transactional business, we aimed to provide our clients with the highest quality individualized service and guidance. We saw our clients as partners rather than just another asset in our extensive inventory of business. Our business model was, and still is, built on quality service, a holistic approach to each athlete as his own business and brand, and only having a maximum of 10 active NBA clients under management at a time. We're able to be more selective with the clients we recruit and sign, we're able to spend more time with each client and their families, have
deeper connections, and make more of an impact, both on and off the court.
After spending the first seven years of my career in a massive agency with hundreds of clients, it became increasingly more challenging to provide the level of service I wanted to provide, and to add value for my clients in ways I wanted, simply because of the sheer volume of clients. What I enjoy most about my job IS the relationships I build and maintain with my NBA clients, from the time they transition from college into the NBA as rookies, throughout their careers both on and off the court, and into retirement/post-NBA playing days.
The contracts I negotiate for my clients, both on-court and marketing/branding/endorsement contracts, provide financial security for them, but those are transactional. The lasting impact I hope to make on my clients' lives—the opportunities and tools I hope to
provide through educating them about business, introducing them to entrepreneurial opportunities, and empowering them to use their enormous platform to impact the communities around them—that's what keeps me engaged, motivated and challenged every single day.
Enlighten us on how you have impacted the sports talent management niche through your expertise in the market.
As one of the very few women to crack the glass ceiling—being a successful agent in a male-dominated space—I believe it’s my responsibility to make sure more and more women have an opportunity to be successful, and to make a lasting impact, in this industry. Just a few short years ago, I was recognized as the only agent who identified as a female representing active NBA players. I was shocked to learn that statistic at the time, and I made it my mission to ensure that every talented young woman, and each little girl, could do the same. I spent time mentoring women in the sports business and taught and still teach classes in Collective Bargaining, salary cap, and negotiations.
I am constantly finding new ways to connect with and inspire other females looking to pave their way in this industry. Of course, I believe I make an impact on my clients’ lives and on helping to build their legacies. But I think the most significant impact I can make in this industry is opening doors for others to shine and continue championing other womxn in the field and elevate their stories.
Women often find themselves set up against one another, competing for a single seat at the bargaining/Board table. Women must champion each other. We must remember that we’re not competing against each other; we’re competing, together, with each other…for MORE seats at that table. We must amplify each other's voices. Call out each other's wins and, just like we do on the field, remember that we're all in this TOGETHER…your win is OUR win.
Where do you envision yourself in the long run, and what are your future goals for FAME?
I have been here, doing the same thing, for 23 years. F.A.M.E. expanded our business by launching a venture arm, investing in, and advising, early-stage companies intersecting the world of professional sport in some way. That business is flourishing, and it is constantly evolving! I spend time mentoring young folks, doing speaking engagements, teaching classes in law school, and serving on advisory boards for a handful of companies and organizations. I am always ideating and pushing myself and our group to reach new heights.
What would be your advice to budding entrepreneurs who aspire to venture into this sector?
It's not enough to have a passion for sports and think that equals a career in the business side of sport. Many humans enjoy professional sports. It must go deeper than that. Try to find a way to differentiate yourself. Create value and become an expert in something, but don't try to be an expert in everything. You have to bring something to the table. You can't expect others to help you, so you have to give them no choice—bring the value they can't afford to miss.
If you can't find a way to do that, be willing to do whatever it takes to learn the craft and create that value. Use the network you already have to make connections. Be present. Connect and passionately engage when talking to people. When you disengage, leave the person wanting more; you do not need anything from that person other than a new connection. The best opportunities come unexpectedly, so focus on personal relationships rather than the potential associated opportunity.
In today's business world, being a leader is a challenge on top of facing hurdles on a daily basis. To overcome these hurdles, one must have key elements, such as the right attitude, ability, and accountability, to successfully translate into a resultdriven team and organization.
Implementing these elements in her work and keeping the continuous learning approach, Amy Brown has defined herself as a charismatic leader who cares about her team, employees, and people.
As the Regional Director of Operations and Commercial Lines at AssuredPartners , Amy regularly and proactively collaborates with every department and sector of the agency, which helps her fine-tune her abilities.
Amy's career has been exciting, and she kept climbing the corporate ladder learning new skills and understanding various situation and being taught by her mentors. She says, "I would be remiss if I also didn't give credit where credit is due, with extraordinary mentors helping me along the way. I'm thankful to have met those along my journey, and I look forward to learning from those I have yet to meet.”
We reached out to Amy and discussed her professional journey and her plans for the future.
Below are the highlights of the interview:
Brief our audience about your journey as a leader until your current position at AssuredPartners. What challenges have you had to overcome to reach where you are today?
Overall, I've had a typical journey in my professional and leadership path. I entered the insurance industry a few years after college. It has changed me for the better - the people, the knowledge acquired, the uniqueness of every situation, and most importantly, the chance of limitless professional growth. The expression 'hard work pays off' is not a cliche; it's reality. Showing up isn't enough if you want growth.
My experience with leadership has been a progression. I started as an Operations Leader with a smaller team, but it quickly expanded after being a part of this team with a specific niche in the industry.
AssuredPartners also played a significant role in the timing of our team's expansion with their unprecedented growth in the industry.
The challenges of leading a team that is growing exponentially are the same as other industries – finding qualified candidates, ongoing training, and producing quality products and services. Now in a Director role, I can connect with a larger platform at AssuredPartners to learn more and offer more.
Tell us something more about AssuredPartners and its mission and vision.
Simply put, Assured Partners puts people first. We are leaders in our industry because of that concept. The mission statement of AssuredPartners is not only something that defines us but, when put into action, is something that emanates from us.
We take pride in what we do each day. I enjoy telling the
story of my insurance journey to others as it is relatable for many and, more importantly, why I choose this every day. People relate to those conversations, and it can create a spark in the individual and team.
Enlighten us on how you have impacted the Insurance industry through your expertise in the market.
There must be a team attitude for success in our business. Our local team embodies this, and I've not only been a part of it from the beginning but helped build it. This starts from the very first interview I have with potential candidates. During this process, I'm not only trying to find a great candidate but also thinking about how I can set them up for success in our agency and industry. I am the first person candidates meet who can explain first-hand the possibilities and opportunities with our elite team. People want to make a difference and be a part of something unique.
Describe in detail the values and the work culture that drives AssuredPartners
AssuredPartners encourages employee engagement at every level: nationally, regionally, and locally. It is sometimes forgotten that we are such a large organization. Leadership at every level has an open door, and they regularly demonstrate their care for the employees. This often translates into support with professional development, education, training, and encouraging team-building events. AssuredPartners is an organization that doesn't shy away from change and continually seeks to improve teams and individuals.
Undeniably, technology is playing a significant role in almost every sector. How are you leveraging technological advancements to make your solutions resourceful?
Our team, in particular, within AssuredPartners, is undoubtedly a data-driven team. We use the strengths of individuals, systems, and software to dovetail strategy and solutions to clients. It is essential to be adaptable to provide the best outcome for the agency and clients alike. Big data is no doubt the buzzword in most industries these days, but interpreting data and strategizing are still critical components in helping clients. To accomplish this, we invest to be able to provide these solutions. We use the software during recruiting, training, and professional development, all
the way to every level of client services. Finally, we are also in the process of rolling out the best available systems in our industry across the country and automating as many workflows as possible so the team can truly focus on the client. What change would you like to bring to your industry if given a chance?
Continue to change the narrative. Historically, the narrative may have been pushy sales, mundane service work, no creativity, working on an island to service a client, etc. Being in the industry for almost two decades, I have experienced the opposite of this old-school thinking. Insurance is essential because it touches every human in one way or another and is a challenging, innovative, and rewarding industry. There is still work to be done in changing the narrative, but there have been tremendous strides in the right direction. It's important to remember that a positive experience from an influential client goes a long way for our team and the industry. I look forward to being a part of this continuous change.
What, according to you, could be the next significant change in your sector? How are AssuredPartners preparing to be a part of that change?
We hope to have a wave of people excited about insurance and the opportunities within the industry. It
AssuredPartners has been ahead of the curve regarding its culture. With established programs for development paths, this feeling has also tangibly reached our clients.”
starts with creating a culture across the sector focusing on insurance's significant impacts. AssuredPartners has been ahead of the curve regarding its culture. With established programs for development paths, this feeling has also tangibly reached our clients. When we partner with our clients, we have a unique opportunity to be risk managers and agents. This opens to door to bringing additional talent familiar and excited about specific types of business.
Where do you envision yourself in the long run, and what are your future goals for AssuredPartners?
Operations will continue to be my focus. I've recently transitioned to focusing on large accounts; my main goal is to help make the operations of servicing and retaining these accounts a success within our region. We will implement resources within our teams so they can provide high-level, consistent service for these clients, who are leaders in their fields. With success at the regional level, spreading the same concept across all platforms at AssuredPartners would be a long-term goal.
What would be your advice to budding leaders who aspire to venture into the Insurance sector?
Two main pieces of advice: Be flexible with where the opportunities may first arise. The second is education, education, education. We need people willing to learn the business, knowledge, and expertise with coverage and strategy. Someone can go extremely far in this business with coverage expertise and a learning strategy to see the big picture.
Leading in the changing world of work, the World Employment Confedera on strives for recogni on of the economic and social role played by the industry in enabling work, adapta on, security and prosperity in our socie es.
OOrganizational leaders aim to do what is best for
both the individual and the organization as a whole. They work to empower employees at every level, applying their understanding of personality, relationships, work ethic, business and a leadership mindset to help ensure success for the company and its people.
In a world where most Leaders seem to thrive on adversities, Mrs Bettina Schaller’s path has been one of believing, accountability and engagement. Currently, Mrs Schaller is the President of the World Employment Confederations
The World Employment Confederation is the voice of the employment industry at the global level, representing labour market enablers in 50 countries and 7 of the largest international workforce solutions companies.
Mrs Schaller had an incredibly privileged upbringing, and, in a way, she is extremely focused to live up to that. Mrs Schaller says, “So, I always held up my hand when required and more often showed initiative and proactiveness.” With that said, climbing up the ladder in the environments that I moved in was not a given.
“There were no defined career development structures, so ensuring that my work was seen and considered impactful was always a key driver. Call it “the politics”: the fact is that you don’t progress in organizations if you don’t know those rules and who the key stakeholders are, and position yourself within those structures ,” adds Mrs Schaller.
Mrs Schaller is admittedly more bullish in supporting female talent. She takes every opportunity to highlight and praise performance. However, she raises a point of
recognizing efforts that are less visible, which often is still the case when women are executing them.
She has a few succession plans that feature diverse candidates, and she demands that recruiters submit diverse portfolios of candidates when hiring. Sharing some facts on the work culture, Mrs Schaller incorporates values like Respect. Transparency. Accountability. Collaboration. Trust. Safety. Authenticity. And Fun.
World Employment Confederation is the voice of the private employment services industry at the global level, representing national federations as well as workforce solutions companies from across the world. Members of the World Employment Confederation represent a wide range of HR services, including agency work, direct recruitment, career management, Recruitment Process Outsourcing (RPO) and Managed Service Provider (MSP). It is an influential and recognized advocacy organisation that sets and contributes to the World of Work’s Policy Agenda. The mission is to enable better-functioning labour markets.
“I have been focusing on bringing transparency into the system and increasing the methods of collaboration. That releases energies that lead to growth and impact. Well, that is a broad invitation. Let me zoom in on one aspect: the business world depends on people and the relationships between them. If a business does not have the right talent, it cannot operate.
And if there is no trust among those involved in business, the business will not thrive; the deal will fall through,” expresses Mrs Schaller.
Sharing her opinions on the significant transformation in the industry, Mrs Schaller says, “The next change will come from the disruption of technology. And it will be positive: it will increase efficiencies and reduce costs (the World Employment Confederation is working on a blockchain wallet which holds every individual’s training and career history. As background checks are costly and take a long time, this will be a step-change).”
“And it will create value: the sector will shift from transactional to value-creation, in all the solution areas it touches: the sourcing, recruiting, onboarding, contracting, transitioning, coaching, development, and skilling areas to only name a few,” she adds
Mrs Schaller looks to preside over the Confederation till the end of her current mandate end of September 2023, and if the stars align, she may be re-elected for another 3-year term.
She also sees growth for the Confederation as the world needs to build the appropriate, efficient, fair, productive, and sustainable frameworks for work and employment solutions to unfold, responding to the big transforming shifts out there but also taking advantage of the great opportunities that notably digitalization offers.
Sharing a piece of advice for the budding aspirants, Mrs Schaller shares, “Make opportunities happen, build networks, be a “good” person–and I am known for inciting young women to raise children.”
Aveteran of the financial services
industry— Kristin Ramlal, Vice-President of Institutional Sales at Canada Life Institutional Investment Solutions— is breaking down barriers in the industry with her passion and persistence.
Kristin was featured in the Top 10 Admired Women in Wealth Management (2022), was awarded by Wealth Professional Canada as a 5-Star Leading Women in Wealth (2021), and by the Knowledge Bureau as a Distinguished Young Advisor (2018). She has been a 2019 Knowledge Bureau Feature Grad, been featured in Winnipeg Free Press, Investment Executive, Wealth Professional Canada, Aspioneer Magazine and on CBC radio.
Kristin also volunteers her time as the Chair of the Society of Real Wealth Managers, an international network of financial professionals who collaborate under the Real Wealth Management framework to enable financial peace of mind, and Membership Chair for the Women in Leadership Employee Resource Group at Canada Life.
Below are the highlights of the interview:
Brief us about your career path as a staunch woman leader up until your current position. What were the challenges that you had to overcome to scale your progress?
Aggressive, persistent, difficult– these are of the gender-biased words I have had to overcome throughout my career. Instead of dwelling on the misconceptions, I’ve decided to gracefully accept that
it’s ok to be aggressive with my goals, persistent with overcoming barriers, especially when presented with difficult circumstances.
By the age of 25, I was a mother of two boys under the age of 5, completed my Bachelor Commerce honors degree in actuarial mathematics and finance from the University of Manitoba, had five years of financial services industry experience at two of the six big Canadian banks (Royal Bank and BMO Nesbitt Burns, including a US subsidy, RBC Centura), and completed an actuarial internship at a North American insurance company (Allianz Life) in Minneapolis, MN (USA).
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The business world can appear to be complex, but by taking it step-by-step, and learning from the bottom up is ultimately the best way to navigate.
It was not an easy task to juggle all the balls being thrown at me from all angles, and to add to the challenges I often felt discriminated and faced gender biases as a young “teen mom” destined to drop out of university, while being a visible minority and one of the very few women trying to find a path to success in the financial services industry.
At a young age, I was faced with making life-altering decisions independently, continuously managing my time and energy efficiently, while trying to remain balanced and healthy for my boys and me. In hindsight, without taking this untraditional and challenging path, I don’t think I would be where I am today.
Learning these simple, yet ever so hard fundamental life skills early in my adulthood, 100% contributed to where I am today and my ability to give back to my teams, partners, and community. For that, I forever grateful to have been delt these cards.
What methodologies do you implement that contribute to new growth opportunities?
My perpetual curiosity and desire to try to understand the why behind everything, keeps me inquisitive, thinking outside of the box, and always ready to level up. As a result, I do not shy away from asking questions, making suggestions, brainstorming new ideas and entertaining different perspectives.
I believe that this has contributed to the success and new growth opportunities, personally and professionally, throughout my career. I’ve learnt that asking the right questions can be just as impactful, if not more, than giving the right answer; this is where growth happens.
While in university, I remember my business professors highlighting the importance of networking, and at the time, although I did my best to network within the business school, I wasn’t quite sure how this “lesson” was going to make an impact on my growth eventually.
Nearly 20 years later, I can honestly say that building a network, personally and professionally, within my university, community, organizations of employment, and the financial services industry at large across
Canada, has been one of the biggest contributors to my knowledge, perspective, and growth.
Through networking I landed my first role after graduation, was blessed with finding a mentor and sponsor, have been invited to do public speaking engagements, received nominations and industry accolades and most recently was promoted to a new role within at Canada Life as a result of my individual development plan networking goals and initiatives. It’s not always about what you know, but who you know. Networking is an investment in YOU and will often provide the greatest growth opportunities possible.
Please share your learning of the business world.
The business world can appear to be complex, but by taking it step-by-step, and learning from the bottom up is ultimately the best way to navigate.
In order to start, I would suggest focusing on a business area that you are passionate about; from there it will become easy to expand your depth of knowledge. This can be accomplished through structured postsecondary educational programs, workplace experience, networking and self-study, to name a few.
It is unrealistic to think that one can learn the business world inside out and backwards, which is why I would suggest creating an individual development plan focused on business awareness and set micro S.M.A.R.T goals that can be accomplished over time. Such as, attending virtual and in-person networking and professional development sessions, keeping up with business news, coffee chats with leaders and peers, and delegating time to self-study. Invest in yourself, as it will pay the greatest return to you over the long run!
What strategies do you implement to promote gender diversity for various leadership positions at your company?
In the financial services industry, there continues to be a gender gap due to the barriers to entry and the growth limitations women face throughout their careers while juggling family commitments and overcoming gender biases preventing and minimizing professional career growth.
As a result, I have made it a personal leadership goal to do my part by mentoring young, and young at heart, women who are interested in growing personally and professionally, but struggle to see a clear path to success.
Throughout each mentorship partnership, I share my best practices, tips and life experiences to help guide my mentee throughout the creation and implementation of their unique individual professional development plans, but also seem to take away as much as I put in. learning from my mentees while being open to reverse mentorship and self-awareness re-discovery.
What values do you incorporate to enhance the work culture of your company?
I value trust, teamwork and communication. I strive to connect and learn from others different perspectives, contribute my time and energy to thought leadership and mentorship, and enjoy collaborating within others in and outside of my organization for the greater good.
What, according to you, could be the next significant change in your sector? How are you preparing for the change?
Not only are we going through the greatest intergenerational wealth transfer of all time, but we're also seeing a large volume of skilled professionals retiring. This presents a new opportunity set for the advisor of the future and will present opportunities for new experienced financial professionals to grow with the industry.
In order to be best positioned, in 2019 I become the chair of the Society of Real Wealth Managers, a network of financial professionals with complementary skillsets (tax, bookkeeping, legal, financial planning, portfolio management and estate and insurance) who collaborate within the Real Wealth Management™ framework to enable financial peace of mind of clients, their families, communities and causes important to them.
As a network, we regularly connect to share best practices, discuss real-life case scenarios, analyze trigger events impacting clients today from a 360degree perspective and brainstorm effective wealth
management solutions taking into consideration taxes, fees and inflation for inter-generational wealth sustainability.
Please note that the Real Wealth Management™ framework is exclusively taught via the Knowledge Bureau’s Real Wealth Management™ Program.
Where do you envision yourself to be in the long run, and what are your future goals for your company?
As a passionate wealth professional, I hope to always be able to contribute to the financial services industry as a financial literacy and Real Wealth Management™ advocate. I strive to be a modern millionaire; helping millions of people achieve financial peace of mind, while doing my part to support and promote opportunities for women to grow within the industry.
What advice would you give to the next generation of women leaders willing to venture into the modern business arena?
What may have been someone else’s paths to success may not be the best route for you. Start with a selfdiscovery to understand what you are passionate about; this will propel and drive you. From there, explore self-study, networking, and get your toes wet within the industry taking it step-by-step, day-by-day. Never forget to stay true to you and your individual development plan. This is a continuous and evolving road map to your success. What you manifest is what you will have the potential to achieve, so do not hesitate to cease the moment to allow your dreams to become a reality.