Women Getting It Done: First-Timer Advice for Conference Attendees at the Osaic W Forum

Headed to your first business conference? Likely you have a lot of questions, maybe some nerves, and some excited anticipation! Here are some things I learned when I attended my first conference, Osaic’s W Forum, in Music City, Nashville TN!
Growing and Moving Up-Market: A Case for Specialization

In my 20+ years in Financial Services, the industry has seen many changes. As a good friend once said to me, “change is mandatory; how you adapt is a choice,” and for financial professionals who are poised to adapt to trends, there is real opportunity for growth and a shift up-market. Perhaps the biggest trend […]