Steve Garmhausen

Blair,

Congrats on a nice article! Keep up the great work!

Kind regards,

Pete

Blair – 

Great article! I’m not surprised at all that you’re having success! All the best!

Brian

Hi Blair- Congratulations! What a great article- We had lost contact after UBS, I am so happy to hear of your success and that you are back down south! Best wishes for your continued happiness- Warmest regards, Eleana

Next-gen advisor breaks the standard RIA mold to grow with her young clientele -- many with $100,000 or less of assets

Blair Hodgson: I made it through the first year and kept my head above water.

Ferro Financial

Blair Hodgson

Shelley Ferro

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

Thirty-year-old Blair Hodgson was born into a boom and has seen her share of busts -- and it's had a profound effect on how she views markets.

Next-gen advisor breaks the standard RIA mold to grow with her young clientele -- many with $100,000 or less of assets

Peter Giza

Brian Pinkston

Eleana McLane

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Next-gen advisor breaks the standard RIA mold to grow with her young clientele -- many with $100,000 or less of assets

Peter Giza

Brian Pinkston

Eleana McLane

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