Derek Tamm, CLU, ChFC’s Post

2 Ah-ha perspectives that can help you through a pivot… This #womenshistorymonth post is brought to you by a current #Forbes 2024 Top Women Advisor and a future Forbes Top Women Advisor (it’s only a matter of time!). 1️⃣ “Give yourself room to pivot.” - Tricia Carter Wood of #HaberWealthGroup in Forth Worth, TX. (Future Forbes…take note!) Meaning: Go ahead and make the plan 10 years out. AND, make another plan to review that plan every 3 years. That way, you know you’ve given yourself opportunities for pivot…change your mind…whatever it may be. 2️⃣ “We’re all misfits.” - Patti Brennan, CFP of Key Financial in West Chester, PA. (Current Forbes!) Meaning: instead of trying to fit yourself into a box where you’re stuck doing the things that you struggle with or don’t spark joy, accept and give your unique self permission to do your best work by focusing most on the work where you feel the most fulfilled. In the end, by doing that with “unconditional love and acceptance, you give others permission to do the same.” Thank you, Patti & Tricia! ⭐️ Bonus tip: Looking for a community of pivoters? Ready. Set. Pivot. from the mind of Wendy S. Wiesman in the Twin Cities is doing some cool stuff!

Today marks the first day of Women's History Month, a time to honor the trailblazers who have shattered ceilings and paved the way for women in finance and beyond. As the Financial Women's Association, we stand at the forefront of this journey, championing the advancement and leadership of all women in our industry. Throughout history, women have made significant contributions to the financial sector, breaking barriers and setting new standards of excellence. From Muriel Siebert, the first woman to own a seat on the New York Stock Exchange, to our eight founding members and today's leaders who are redefining the future of finance, women have been integral to shaping a more inclusive and equitable financial landscape. This month, we don't just celebrate the monumental achievements of women in finance; we honor the resilience, strength, and vision of women everywhere. It's a time to reflect on our collective progress, push for ongoing change, and bolster one another in our journeys of professional and personal advancement. Happy Women's History Month to our members, friends, supporters, and to women across the globe. Let's embrace this month as a period of celebration, reflection, and empowerment. Together, we can continue to dismantle barriers and cultivate a future where equality and opportunity know no bounds. #AdvancingWomen

This #WomensHistoryMonth, we asked our senior female leaders to share their insights and guidance for the next generation of women. We trust that their invaluable advice will act as a source of inspiration and empowerment for women and girls striving to excel in their respective fields! ♀️💐 "Embrace adversity with a spirit of positive resilience. Facing challenges with grace and optimism is the best way to elevate yourself and your peers. With this mindset, RockCreek—a women-founded investment firm—has invested nearly $3B in woman-owned firms," said Afsaneh Beschloss. Thank you, Afsaneh! "You must embrace your unique perspective and voice. Build a strong network and support system—seek out mentors as well as be a mentor. Lead with empathy and #inclusivity. Stay true to your values and vision. Your passion will shine through," words of wisdom and encouragement from Lynne O'Brien. "An effective leader is always wanting to bring out the best in everyone around them. It’s vital that women who are successful help others to be successful as well," wise words from Sheri Layton. "We are so encouraged by the continued growth of women’s leadership across #sports. In an industry overwhelmingly led by men, women continue to find opportunities to leverage their unique skill sets and expertise to add value, ideate solutions, and promote new and creative ways of thinking to advance organizations into the future." Thank you, Dasha S.! Although Women's History Month provides a meaningful opportunity to intentionally recognize trailblazing women, fulfilling the essence of this year’s theme—Women Who Advocate for Equity, Diversity, and Inclusion—requires sustained, year-round #advocacy to champion continued progress toward #GenderEquity and inclusion. Wondering how you can better support women year-round? Swipe to learn more! 💡

🌟 Celebrating Women's History Month at URS Advisory 🌟 March is Women's History Month, and at URS Advisory, we're taking a moment to honor the incredible achievements of women throughout history and in today's financial world. Women have played crucial roles as leaders, innovators, and advocates, breaking barriers and setting new standards for excellence across all sectors. As we reflect on the progress made, we also recognize the work still ahead in achieving financial equity and empowerment for women everywhere. It's a journey we're committed to supporting, by providing tailored financial advice that uplifts and enables women to secure their financial futures. This month, let's celebrate the women who have paved the way and those who continue to inspire change. Join us in acknowledging their contributions and the difference they make in our lives and communities. 💡 Did you know? Women's History Month started as a local celebration in Santa Rosa, California, in 1978. It has since grown into a global acknowledgment of women's contributions to history, culture, and society. To all the women in our URS community and beyond: Here's to your strength, wisdom, and financial independence. Your achievements not only shape your own destiny but also light the path for future generations. #WomensHistoryMonth #Empowerment #FinancialIndependence #URSAdvisory

🚨𝐅𝐞𝐥𝐥𝐨𝐰 𝐖𝐨𝐦𝐞𝐧 𝐄𝐱𝐞𝐜𝐮𝐭𝐢𝐯𝐞𝐬 𝐚𝐧𝐝 𝐀𝐥𝐥𝐢𝐞𝐬: 50/50 Women on Boards published their Q1’24 report, signaling an alarm on the backwards rate of progress in reaching gender parity on boards. 𝐀𝐭 𝐭𝐡𝐞 𝐜𝐮𝐫𝐫𝐞𝐧𝐭 𝐫𝐚𝐭𝐞, **2045** 𝐢𝐬 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐩𝐚𝐫𝐢𝐭𝐲 𝐰𝐢𝐥𝐥 𝐨𝐜𝐜𝐮𝐫—𝐭𝐡𝐚𝐭’𝐬 𝐨𝐯𝐞𝐫 2 𝐝𝐞𝐜𝐚𝐝𝐞𝐬 𝐚𝐰𝐚𝐲! 𝐃𝐢𝐝 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰? ➸Companies with less diverse boards are more likely to exit the Russell 3000 list due to factors such as sales, mergers, or bankruptcy. ➸Research by the London Business School confirms companies with more women on their boards have higher returns on equity, higher valuations, lower likelihood of shareholder dissent, and stronger boardroom relationships and collaboration. 𝐘𝐞𝐭… 𝐆𝐞𝐧𝐝𝐞𝐫 𝐝𝐢𝐯𝐞𝐫𝐬𝐢𝐭𝐲 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐨𝐧 𝐔𝐒 𝐜𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐞 𝐛𝐨𝐚𝐫𝐝𝐬 𝐡𝐚𝐬 𝐬𝐭𝐚𝐥𝐥𝐞𝐝. According to the report: ➸For the period ending March 31, 2024, 𝘰𝘯𝘭𝘺 30.7% of the 587 new board positions were filled by women, the lowest since 2017. ➸Women hold only 29.7% of board seats in Russell 3000 companies. ➸Only 12% of the Russell 3000 has gender-balanced boards, totaling 354 companies, up by just one from Q4 2023. ➸Women and men of color together hold 𝘰𝘯𝘭𝘺 19.4% of board seats. 𝐖𝐡𝐚𝐭 𝐜𝐚𝐧 𝐖𝐨𝐦𝐞𝐧 𝐝𝐨? ▷Highlight and share your expertise. ▷Request employer-funded programs for board readiness. 𝐖𝐡𝐚𝐭 𝐜𝐚𝐧 𝐌𝐞𝐧 𝐝𝐨? ▷Mentor and recommend women for board roles. ▷Ensure women and women of color are on board candidate lists. 𝐖𝐡𝐚𝐭 𝐜𝐚𝐧 𝐂𝐨𝐫𝐩𝐨𝐫𝐚𝐭𝐢𝐨𝐧𝐬 𝐝𝐨? ▷Sponsor board readiness & training to women, including women of color. ▷Aim for a board with at least 3 women. 𝐒𝐡𝐚𝐫𝐞 𝐲𝐨𝐮𝐫 𝐢𝐝𝐞𝐚𝐬 𝐭𝐨 𝐜𝐥𝐨𝐬𝐞 𝐭𝐡𝐞 𝐠𝐚𝐩 ♻Repost to bring awareness to your network 💡 React if this resonated with you 💬 Comment to share your thoughts #EqualityInLeadership #CHIEF #business #womeninbusiness #InclusiveBoardrooms GDI: First Quarter 2024 Key Findings - 50/50 Women on Boards (5050wob.com)

What opportunities and challenges lie ahead in financial inclusion? Join the conversation with three amazing experts in this topic 💸 Free webinar on the 6th Dec at 6pm CET https://lnkd.in/e_mvAugF

💼 Redefining Success for Women in Financial Services 💼 The financial industry is demanding, requiring not just analytical skills but a fierce determination to succeed. For us women, this path includes juggling personal and professional roles while striving to make a significant impact. In my journey with JPTD Partners and ABRB Consulting, I've learned the importance of not just finding opportunities, but creating them. Especially in a world where our representation doesn't always reflect our true potential. Our extensive network, inclusive of 55+ private equity and PE-backed firms, aims to champion women like us. It's more than just business—it's about fostering an ecosystem where female advisors and money/wealth managers can prosper. Imagine what we can achieve together in the M&A/PE landscape. Ready to unlock our collective potential? Let's start the conversation. 🌺

As Women's History Month comes to a close, our team at MassMutual Great Lakes is honored to highlight one of our financial planners, Jacquelyn Kuhn, RICP, LUTCF. Jackie has been in the financial services industry for over 35 years. She embodies the meaning of leadership, resilience, and innovation. Before entering financial services, Jackie did not have family or friends in the industry. Although entering a male-dominated industry wasn’t easy, she understood the need for representation of women. Jackie felt she had to work twice as hard to be creditable to her male counterparts. She did not let this derail her. As a forward thinker, Jackie realized that a woman’s perspective was crucial to obtaining success. Accordingly, she developed her distinct path, built on commitment, dedication, expertise, and an innovative mindset. Jackie holds numerous achievements within financial services. As a mother, wife, and business owner, her flexibility allowed her to be present and succeed in her personal life, which transitioned to her professional career. As a financial planner, Jackie is most proud of her adaptability and the personalized approach she offers her clients. She has become an expert at balancing her clients' needs with tailored advice that supports their financial and life goals. This adaptability has benefited her clients and allowed her to break industry barriers. Jackie’s advice for women aspiring to make their mark in the corporate world is to be confident and understand the value of developing your way with integrity and passion. Yes, you must be knowledgeable, but you also must commit to making a positive impact. Finally, do not lose sight of creating a legacy of empowerment and excellence for the women behind you. Jackie, your drive, commitment, determination, and confidence have helped change the industry’s landscape. We are honored to celebrate your contributions as they continue to champion the role of women in financial services. “Women belong in all places where decisions are being made.  It shouldn’t be that women are the exception”.  -RBG #MMGL #massmutual #WomensHistoryMonth #finance #leadership #empowerment #team

📈 Empowerment in Finance: A Call to Action for Women 📈 Navigating the financial services industry as a woman comes with its set of unique challenges. Beyond balancing the roles of a mother, wife, and leader, it involves breaking through barriers to make our mark. I've seen firsthand the disparity in our industry: despite women controlling over $10 trillion in assets, we remain underrepresented, especially in opportunities related to M&A/PE markets. At JPTD Partners and ABRB Consulting, we aim to change this narrative. With a network spanning over 55+ private equity firms, our goal is to forge strategic partnerships that foster mutual growth. But more importantly, to open doors for women advisors and wealth managers to truly thrive. This is not just a business mission—it's a personal one. Let's redefine success together. Ready to join the movement? 🌼

Forbes World's Most Powerful Women; determined by four main metrics: money, media, impact and spheres of influence. Interesting to see the changes over the years. #enjoylifeanddogood #womeninbusiness #womenempoweringwomen