Walkner Condon Financial Advisors

JUNE 2, 2023

Once women achieve their CFP® certification, the rate of relinquishment is extremely low. In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.”

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

Clever Girl Finance

JULY 8, 2024

Become a bookkeeper If you have bookkeeping skills, you only need a reliable internet connection, a laptop, and and an online meeting tool like Zoom or Google Meet to start offering your services. And there are many courses and certifications you can take to brush up on skills like social media and digital marketing.

Clients 95

Clients Advertising Media Planning 95

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And the other interesting thing that’s happened more recently is the, the transition to more personalization in financial services. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients 147

Clients Portfolio Financial Advisor Investing 147

The Big Picture

OCTOBER 3, 2023

You’re doing a lot of math in your head on the Fly. I’m doing, I’m doing an awful lot of math in my head on the fly. You know, we’ve gone from, you know, moving physical certificates to now digitally trans transacting and settling. We’ve, we’ve quasi modernized them. It’s not fun.

Taxes 280

Taxes Banking Clients Management 280