Keywords

financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance

Summary

In this episode of the High Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTrust. Veronica shares her journey of becoming the youngest partner in a male-dominated industry, the challenges she faced as a woman in finance, and her strategies for building a successful client base. She emphasises the importance of self-promotion, networking, and mentorship, while also discussing the balance between her career and motherhood. Veronica's story is one of resilience, hard work, and a commitment to empowering others in the financial industry.

Takeaways

Veronica became a partner at age 33, the youngest ever.

Only 15% of financial advisors are women, highlighting industry challenges.

Self-promotion is crucial for success in finance.

Building a client base requires creativity and persistence.

Networking can lead to unexpected opportunities.

The pandemic shifted client acquisition strategies to virtual platforms.

Veronica brought in over $700 million in assets in five years.

Setbacks are part of the journey; resilience is key.

Mentoring younger advisors is a priority for Veronica now.

Balancing work and motherhood requires support and flexibility.

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