Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management
More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag In Wealth is Women’s Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as financial planners. Ruhlin argues for the benefits of a career in wealth management— including work-life balance, excellent pay, and rewarding relationships—and highlights the unique skills and talents that women bring to the field.
In these pages, Ruhlin speaks to women of all ages, inviting them to consider careers as financial planners, showing them the transferable skills that they already possess, and offering advice on how to pursue internships, jobs, and formal certification. In conjunction with her efforts to recruit women to the profession, Ruhlin directly addressed industry gatekeepers, at once admonishing and encouraging them to hire and mentor more women.

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Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management
More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag In Wealth is Women’s Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as financial planners. Ruhlin argues for the benefits of a career in wealth management— including work-life balance, excellent pay, and rewarding relationships—and highlights the unique skills and talents that women bring to the field.
In these pages, Ruhlin speaks to women of all ages, inviting them to consider careers as financial planners, showing them the transferable skills that they already possess, and offering advice on how to pursue internships, jobs, and formal certification. In conjunction with her efforts to recruit women to the profession, Ruhlin directly addressed industry gatekeepers, at once admonishing and encouraging them to hire and mentor more women.

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Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management

Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management

by Peggy Ruhlin
Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management

Wealth is Women's Work: How Women Can Make a Long-Term Impact with a Career in Wealth Management

by Peggy Ruhlin

Hardcover

$24.99 
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Overview

More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag In Wealth is Women’s Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as financial planners. Ruhlin argues for the benefits of a career in wealth management— including work-life balance, excellent pay, and rewarding relationships—and highlights the unique skills and talents that women bring to the field.
In these pages, Ruhlin speaks to women of all ages, inviting them to consider careers as financial planners, showing them the transferable skills that they already possess, and offering advice on how to pursue internships, jobs, and formal certification. In conjunction with her efforts to recruit women to the profession, Ruhlin directly addressed industry gatekeepers, at once admonishing and encouraging them to hire and mentor more women.


Product Details

ISBN-13: 9781642251203
Publisher: Advantage Media Group, Inc.
Publication date: 04/11/2023
Pages: 158
Product dimensions: 6.00(w) x 9.00(h) x (d)

About the Author

PEGGY RUHLIN is the retired Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019 and led the firm in multiple capacities since joining in 1987. Peggy is one of America’s most distinguished women in wealth management. She received the Alexandra Armstrong Award for lifetime achievement, was named one of the “20 Most Influential Women to Watch in 2016” by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.

Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER™ certificant.

Table of Contents

INTRODUCTION:
“How Are You Feeling?”
PART ONE
We Need More Women
“But I’m Not Good at Math”
“It’s Boring”
“It’s a Man’s Field”
“I Don’t Have the Right Skills”
“CFPs Only Work with Rich People”
PART TWO
CFP® Certification: The Standard of Excellence
Passing the Test
The Power of Internships
The Law of Attraction
CONCLUSION
To My Fellow CPAs
To My Industry Colleagues
Acknowledgments
About the Author
Contact

What People are Saying About This

From the Publisher

“The percentage of female financial planners has stalled out in recent years, but Peggy Ruhlin is here to say that needs to change. In this inspiring book, she discusses how women’s skills, especially their empathy and practicality, make them ideally suited to careers in financial planning and wealth management. Chock-full of real-life stories drawn from Peggy’s own career, Wealth is Women’s Work makes a compelling case for the difference that financial planners can make in their clients’ lives. The book also serves as an invaluable how-to guide for women who are considering a career in financial planning.”
—Christine Benz
Director of personal finance and retirement planning, Morningstar


Wealth is Women’s Work showcases the impact that visionary women like Peggy Ruhlin have made on the financial advice industry. From learning why financial planning is such an impactful career for women to illustrating the why and how to begin your journey in this inspirational profession, this book is a must-read for women at any stage of their career path. Peggy explains what so many of us in this profession already know: if you want to transform people’s lives for the better, become a Certified Financial Planner.”
—Kate Healy
Managing Director, Center for Financial Planning


“Peggy Ruhlin, a legend in the financial planning industry as a top female advisor and firm owner, has created a must-read book for any woman curious about a career in wealth management. She effectively addresses the many misconceptions that exist and shows how this noble career is one that focuses on assisting those preparing for an effective retirement. So many women think financial planning is all about the numbers, when in reality so much is about communication, listening, and learning—skill sets women tend to excel in.”
—Suzanne Siracuse
CEO, Suzanne Siracuse Consulting Services LLC

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