Financial Advisor Magazine recently published an insightful article by Karen Demasters titled, “Advocate For Women Advisors Says Gender Diversity Is Improving.”
The article features Megan Slatter of Crewe Advisors, who specializes in helping women join the financial field while serving female clients. Megan is also a dedicated Rock The Street, Wall Street (RTSWS) volunteer.
“Women frequently are better at finding the human connection that makes financial advice personal, which, in turn, makes prospects want to become clients and makes clients want to stay with a firm,” Megan explained.
“I have experienced firsthand what it is like to be a woman in a male-dominated field,” Megan shared, adding that her experiences inspire her to help other women enter the financial industry.
The piece notes that the number of female certified financial planners (CFPs) has grown by 13.9% over the last three years. Almost 2,900 women became CFP professionals during this period, according to the CFP Board.
Building on this momentum, the article also highlights that RTSWS reaches diverse high school girls by bringing the M in STEM to them with a focus on Financial & Investment fundamentals. RTSWS operates in more than 25 cities across the US, UK, and Canada.
Together with our incredible volunteers, including Megan’s dedicated service, we have impacted more than 6,000 girls since 2012 who have graduated from our academic year-long program.
The feature underscores that inclusion and access take time. We are proud of our sponsors, supporters, and volunteers as more young women start to see the financial industry as a potential career. The article closes with Megan noting that advisors also need to bring the next generation of clients into the planning process early.
