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Extraordinary women awaken the RIA business, shepherd billions

In a business starved for beyond-the-books talent, executives are turning to a largely untapped gender

Friday, March 6, 2015 – 8:53 PM by Lisa Shidler
Admin:
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Payel Farasat: You become very humble when you have to sit across from clients and manage their life savings. This is big stuff.

Mentioned in this article:

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




VIRGINIA WILLIS

VIRGINIA WILLIS

March 7, 2015 — 10:05 PM

I AM INTERESTED IN OBTAINING THE RIA AND CFP. CAN YOU TELL ME HOW THESE ARE OBTAINED?

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