Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion:

  • Discuss Lacy’s journey into the industry
  • How she came to found Willow
  • Her take on our State of Women in Wealth Management Research
  • Why it’s important to serve women and how to get the education to do so successfully
facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts
Blog

Delegation FTW: Using AI for Routine Communication Tasks

By: Jessica Colston
Generative AI is increasingly being used by knowledge workers—like financial advisors. In a recent episode of Facts vs Feelings, Carson’s Chief Strategy Officer Dani Fava noted that 78% of …
Blog

The Case for a Diverse Workplace as a Business Driver

By: Lisa Toppin
Workplace diversity is often focused on gender and ethnicity—like achieving balanced representation of men and women or reflecting the demographics of a firm’s local community or customer base. Yet …
Blog

Navigating Change in Financial Planning with Erin Wood, CFP®, CRPC®, FBS®

By: Ana Trujillo Limon
Ever wondered why clients resist making financial decisions during life’s biggest changes? It’s by focusing on change management and behavioral finance strategies. Erin Wood, Senior Vice President of Financial …
Blog

Understanding Behavioral Finance to Improve Client Outcomes with Dr. Wendy De La Rosa

By: Ana Trujillo Limon
Why do clients resist sound financial advice, even when it’s in their best interest? It’s not about logic—it’s all about psychology. Behavioral scientist Dr. Wendy De La Rosa, Assistant …
1 2 3 8,163