Lauren P.’s Post

Next Wednesday, the next episode of Executives in Wealth Management is nothing short of extraordinary. It's not every day that you come across someone who not only captivates your attention but leaves you in awe of their incredible achievements. Tom is joined by Stuart Breyer, CEO of mallowstreet. They talked about the importance of authentic leadership, the role of AI in the wealth management industry and wider society, and the story behind the 10,000 Black Interns project that Stuart is a part of. Not one to miss. #podcast #changemakers #wealthmanagment #executivesearch

Booking interactive workshops now - fall and winter 2023 offerings include: Professionalism, Networking, Elevator Pitch, Interview and Dining Etiquette, Written Communication Skills, Three Levels of Listening, Financial Literacy

Congratulations to Schulte Roth & Zabel LLP on launching their alumni mentorship program for summer associates! This brilliant initiative connects current employees with former ones, strengthening the firm's culture and core values. By bridging the gap between past and present, Schulte is strengthening their legacy of excellence and mutual support across all career stages. And the lasting connections being built are just a bonus! Key takeaways from Schulte alumni: “Always worth it to take an extra few minutes to review your work before sending. Think about how you can add value.” -- Erin Chizner, Associate General Counsel, Taconic Capital Advisors   "Be kind, open, present and responsive. It will make you a better associate."  -- Justin Mendelsohn, Head of AML and Sanction, Fidelity Digital Assets   “Network with your classmates, colleagues and people you know. You are rising, and all ships rise together. Your personal group can also help raise your ship.”  -- Arlene Shaw, Managing Director, Brightwood Capital   "Get your finances in order. Save! It will give you flexibility in life to be able to take leaps!"  -- Kate Sullivan, Compliance Officer, Point72 https://lnkd.in/eCkxATaD

What advice do our 2023 Summer Associates have for incoming associates to get the most out of the program? Hear about the experiences of our 2023 Summer Associates in the #SaulSummer series.

Loved accepting an invite from Liquidnet’s Michelle Antonella Murray and Jerry Garvey to engage with some of Boston’s best and brightest summer interns from Fidelity Investments, Wellington Management, Loomis, Sayles & Company, Acadian Asset Management, Boston Partners Global Investors, Inc., PanAgora Asset Management, Putnam Investments, MFS Investment Management, and Allspring Global Investments about communication, financial literacy, and interview etiquette with Boston School of Etiquette’s Renate Devin. Best feedback?  The interactive session on curating 30-second elevator speeches and introductions was highest ranked. The punchline of the session was to always include something unexpected or memorable and include a call to action or reason to follow-up. Other highlights?  - Learning about interview and dining etiquette (hint: BMW) - Different levels of listening – and why level 3 listening trumps all others - The importance of good email subject lines – and why they are considered “the new first handshake” - How to prepare for interviews - Learning the components of personal credit scores and how to start off strong (hint: have a low utilization rate) #Trading #SummerInterns #AssetManagement #FinancialLiteracy #Etiquette

One of our favorite days of the year - Take Our Kids to Work Day! Lori Ferraro led the effort with help from Kelli Leavenworth, Liz Swagerty Olsen, Danielle Hart, Daniel Whitaker, CFP®, Sandy Fendall and Naomi Walsh. This day is one of many ways we connect with students about the investment world. We look forward to welcoming our college interns in June. #takeourdaughtersandsonstoworkday #financialliteracy #investmentindustry

The BD Summer Challenge is Here! Unlock a summer of growth and opportunity for your team. This isn't just any program; it's a journey to elevate your business development skills to new heights. Why wait to transform your professional path? Follow the link to learn more: https://hubs.la/Q02vvtgl0 #BDSummerChallenge #ProfessionalGrowth #UnlockPotential

🌟 From Bus Rides to Boardroom Success 🌟 In my early days, fresh from the University of Arizona, I took countless bus rides from my mom's house to Scottsdale Fashion Square, hustling as an unpaid intern at Merrill Lynch. I made just over $11K my first year—dialing tirelessly, pitching my services to anyone who’d listen. Against a staggering 90% industry dropout rate, I persevered. 25 years later, I'm still here, and thriving. 🔗 Watch my journey and learn what it takes to stick it out in the competitive world of finance. #Finance #CareerJourney #SuccessStories #AllianceFinancial

The next decade will bring change in wealth management that's coinciding with (and no less significant than) the "great wealth transfer" from baby boomers to succeeding generations. More than a third of financial advisors will retire — leaving a profession in which nearly three out of every four rookies fail to break into the field — with more than two-fifths of the industry's client assets up for grabs upon the older generation's exit. For our annual Top 40 Brokers Under 40 feature, here's a look at why the industry must hire more young people and career changers and what firms and organizations are doing to help solve the problem, with insights from Nayan Ranchhod, CFP, CRPC, APMA, AAMS of Silver Lining Wealth Advisors and Ameriprise Financial Services, LLC, Andrew Blake of Cerulli Associates, Gigs Taylor-Stephenson, MBA of Wall Street Bound, Inc, Luis Rosa of the BLX Internship Program and Manish Dave of Ameriprise. #professionaldevelopment #financialadvisors #wealthmanagement https://lnkd.in/gZheYrwq