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A Note From The Editors

Welcome to the Women Financial Advisors Forum.

The "WFAF" is a blog for women that are interested in becoming Financial Advisors at our Firm. And to allow those women to engage in lively conversation about all aspects of the job.

Each week we post profiles of people at our firm—most of whom are women from all walks of life—who talk to us about their own personal journeys, challenges, and successes, as well as offer tips on how best to pursue a career as a Financial Advisor. We also post articles from some of this industry's leading women career advocates.

Be sure to check out our upcoming "Events", participate in the "WFAF Polls", and take advantage of our career information and opportunity links.

And, as always, please feel free to contact us directly by email or make a comment within any of our stories.

Enjoy!

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Smart, Strategic Planning Has Helped Carla Koren—And Her Clients

by The Editors on 26 April 2010, 09:52 0 comments , 382 views
Story Topics: Western, Career Development, Client Development

Date of Last Edit: 4/26/2010

Carla Koren knew she wanted to be an investment professional when she graduated from college 25 years ago. Since then, she’s worked for a number of firms, joining Morgan Stanley Smith Barney in 1997, along with her partner, Gena Harper. But it was a conscious effort to forge a well-thought-out strategic plan that really propelled the team to the success they now enjoy. “That allowed us to get to the next level,” says Koren.

Now a Senior Vice Pres...

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Life's Experiences Helped Wendy Murphy Understand Her True Calling

by The Editors on 05 April 2010, 09:19 0 comments , 682 views
Story Topics: Northeastern, Teamwork, Work-Life Balance, Community Outreach, Changing Careers

Date of Last Edit: 4/23/2010

Talk to Wendy Murphy for five minutes, and it's hard not to feel inspired. She became a Financial Advisor a little over four years ago. After a career in Financial Services in her twenties, she lived many lives--wife, mother, small-business owner, and executive-level volunteer. Then, she realized she had found her calling: helping women focus on becoming financially empowered. Today, she and her husband, Richard, run the Murphy Group at the ...

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