The 20 Percent Blog
RIA or IAR? Choosing the Path That Supports the Firm (and Life) You Want to Build
When you’re preparing to go independent, the structure you choose in those early months shapes how your business feels, how quickly you can serve clients, and how much support you have behind the scenes.
Be Afraid and Do It Anyway: Why women Advisors Should Say “Yes!” to Things That Scare You
“Be Afraid and Do It Anyway” isn’t about pretending you don’t feel fear. It’s about recognizing that courage is built in real time, in the messy middle of trying something new without all the answers.
Owning Your Clients, Owning Your Worth: Why Independence Matters for Women Advisors
For women advisors, independence is about claiming ownership of your clients, your time, and your worth in an industry that hasn’t always made space for that.
Letting Go to Grow: How EOS Brings Clarity to Your Firm
EOS isn’t another productivity trend; it’s a framework that helps you lead with clarity, align your team, and build a business that runs smoothly without relying on you for every decision.
The 20 Percent: A Century of Progress and the Work Still Ahead
For decades, women have made up roughly 20% of financial advisors. That number tells a story—not of a lack of talent or ambition, but of an industry slow to evolve and make room for change.