Podcast appearances and mentions of eleanor blayney

Are you prepared for the non-financial side of retirement? Take our free quiz ___________________________ What challenges and opportunities do women face in planning for retirement? I often say that my male clients can learn a lot from my female clients. Joining us today is Marjorie Fox, JD and CFP ®, co-author of WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age. We discuss: The disadvantages women face in planning for retirement The advantages women bring to retirement How to navigate the transition to retirement, and also the major life transitions in retirement The top 3 financial decisions women need to prepare for What people should look for in a financial advisor – and what to look out for Why being able to say No is important in retirement The most pleasant - and unpleasant - surprises in her own transition to retirement Do's and Don'ts she'd offer women listening on planning for retirement __________________________ Bio Founder and CEO of FJY Financial, LLC, a financial planning and investment advisory firm, Marjorie L. Fox, JD, CFP®, retired at the end of 2018 after more than thirty years in the financial planning profession. FJY Financial is known for its white paper “Implementing Internships,” its merger in 2014 with LifePoint Financial Partners in Midland, Texas, and for an internal succession plan that succeeded in passing Marjorie's ownership interest in the firm to the next generation of owners. The firm was named a “Best Place to Work” by the Washington Business Journal in 2013 and won the Schwab Impact Pacesetter Award in 2015. Marjorie served on the Board of Directors of the National Association of Personal Financial Advisors (NAPFA) and the NAPFA Consumer Education Foundation. She was named one of the “Twenty Most Influential Women to Watch” by Investment News in 2015 and in 2018 received NAPFA's Robert J. Underwood Award for Distinguished Service. Marjorie is a fourth-generation Californian who earned her B.A. from Pomona College and a law degree from UCLA. For almost forty years, she has called Virginia home. She and her longtime friend and professional colleague Eleanor Blayney, MBA, CFP® wrote Women Wise together in an effort to help single women in their 60s and 70s make financial and lifestyle decisions. _________________________ For More on Majorie L. Fox, JD, CFP® The Book: WOMEN WISE: The Essential Guide to Lifestyle and Financial Decisions As We Age - by Eleanor Blayney and Marjorie Fox _________________________ Podcast Episodes You May Like Retirement Planning Considerations for Women – Russ Thornton Advice for Successful Career Women Transitioning to Retirement – Helen Dennis Are You Ready for The New Long Life? – Andrew Scott What Can You Do to Age Better? – Anna Dixon _________________________ Get your copy of Win the Retirement Game Here's what readers are saying: "I wish I had this book when I retired." "A wonderful guide for the soon to be or recently retired..." "Win The Retirement Game is well written, easy to read, and hard to put down. I highly recommend this book not just to those about to be or recently retired, but to anyone anticipating or experiencing a life transition." "This is the book I didn't know I needed after retiring!" "It's a quick read and not at all a “how to” but rather a fun exploration with real examples of how different people handled their fears and concerns about retiring." "This is a great gift for anyone anticipating retirement years or already in the thick of it." _________________________ Wise Quotes On Common Mistakes to Avoid "...And we call some of those mistakes, unforced errors and other mistakes, MIBIs and MIBMs - miss it by an inch, miss it by a mile. We define unforced errors as the mistakes you won't make if you take the time and make the effort to understand [things like ] Social Security...

Recently retired from her position as Special Advisor on Gender Diversity for the Certified Financial Planner Board, Eleanor Blayney, a long-time advocate for women in financial planning, speaks with Carol about the role of Certified Financial Planners in providing 360-degree guidance in personal financial management. She and Carol discuss the “Financial Planner Re-entry Initiative,” a program developed by The CFP Board Center for Financial Planning in partnership with iRelaunch, that connects firms in the financial planning sector with experienced professionals seeking to reenter the workforce after a career break by establishing return-to-work internships. https://www.cfp.net/career-center/resources-for-job-seekers/financial-planner-reentry-initiative Tune in to hear how relaunchers can be particularly attractive candidates in this professional re-entry opportunity.

Eleanor Blayney talks about the challenges of growing an independent RIA in a male dominated industry. She was one of the founding partners of Sullivan, Bruyette, Speros & Blayney. The firm grew to a billion dollars in AUM before it was sold to Harris Bank in 2003. She focuses on serving the needs of women - both as clients and as advisors in the profession. Get the full show notes and transcript for this episode at: https://www.kitces.com/6 

Eleanor Blayney, CFP is the Consumer Advocate for the Certified Financial Planner (CFP) Board of Standards, reaching out to consumers to help them understand how financial planning and CFP professionals can improve their lives. A recognized conference speaker and author of the book Women's Worth, she has played a pioneering role in shaping the financial planning profession. Blayney has taught for the College of Financial Planning and helped develop practice standards and ethical requirements for CFP professionals in the U.S. The greater part of her career was spent as Managing Director of SBSB, where Blayney helped build one of the largest independent wealth management firms in the country. For twenty-plus years, she worked with individual clients to help them articulate and plan for their financial goals. As the only woman in the firm, she drew upon her intuition, communication strengths and facility for sustaining relationships to serve hundreds of clients in the Washington, DC metro area and around the country. Passionate about finding ways to foster gender parity in the financial planning profession, Blayney helped spearhead the CFP Board's Women's Initiative (WIN) to address the industry's “feminine famine.” On this episode of the podcast, Blayney speaks to gender disparity in the industry and discusses the CFP Board's work to reach out to young women and attract a more diverse workforce.   Key Interview Takeaways The two root causes of gender disparity in the financial industry are lack of knowledge and discriminatory firm culture. “You can't be what you can't see,” and until young women are made aware of opportunities and introduced to role models in the financial industry, Blayney argues that firms will have difficulty appealing to talented women. Combat lack of awareness with advocacy partnerships that give industry representatives the chance to tell their stories. Through the ‘Faces and Voices of Diverse CFP Professionals' campaign, the board is working with organizations like Invest in Girls and Rock the Street Wall Street to connect speakers with their target audience and give young women a sense of what the profession looks like. The financial planning industry is a good fit for women because it offers a sense of purpose and meaning. Blayney contends that the profession allows for the opportunity to create meaningful relationships and provides a creative outlet that appealed to her as a young professional. Educational opportunities in the industry must be both relevant and accessible. The CFP Board has approved 300-plus registered programs around the country, both traditional classroom and online. Candidates for certification with a professional contact are far more successful. The CFP Board WIN-to-WIN mentor program provides the opportunity to connect prospective female professionals with advice and support. Investing in a diverse workforce improves outcomes in terms of profit, productivity and morale. Blayney emphasizes the necessity of inclusiveness in the financial planning industry to build a sustainable workforce that truly represents those they serve. Connect with Eleanor Blayney Email: eblayney@cfpboard.org. twitter.com/EleanorBlayney CFP Board Website: cfp.net Resources www.investgirls.org rockthestreetwallstreet.com fortefoundation.org irelaunch.com Women's Worth: Finding Your Financial Confidence by Eleanor Blayney: http://amz... Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode 63: Battling Inequality Through Words Guest: Kelly Shikany Welcome back to the Women Rocking Wall Street Show! This week’s guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing Kathleen Burns Kingsbury about embracing being a female and not being afraid to ‘ski like a girl.’ As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table and is now working to change public perceptions around women and finance. Kelly’s first experience with gender inequality occurred while she was working at the Chicago Mercantile Exchange. Although she loved her job (in the late 80’s) it was not a female friendly workplace. Treated differently by colleagues as well as clients (some weren’t even interested in hearing a women’s voice), Kelly accepted both at the time because of the experience she was gaining. Kelly was aware what was going to happen and accepted it because she wanted the experience. However, today Kelly is glad to see that there has been substantial progress when it comes to women’s rights and has made it her mission to help mentor the next generation. As a Financial Advisor at Lakeside Wealth Management, Kelly now has the pleasure of working with clients from across the United States. She spends her time building women’s confidence on their financial investments while battling the conception that women aren’t able to understand money. There have been many times where she has been sitting in a boardroom where complex concepts are being discussed and the presenter has said, “I’ll make it so easy that your mom will understand.” Whenever this happens, Kelly takes the time to speak to the presenter about not singling out women or using gender pronouns. It’s important to raise awareness so that the next generation has more confidence and doesn’t have to battle the gender issues. For any women looking at getting into the financial industry, Kelly recommends joining the CFP mentorship program, known as WIN-to-WIN, which strives to build up female advisors. Also, don't be afraid to share your knowledge and network so that there can be more females in the industry. If you would like to learn more about the work being done for women within the CFP program, tune into the Women Rocking Wall Street episode with Eleanor Blayney. If you would like to learn more about Kelly, you can connect through Lakeside Wealth Management’s Facebook and Twitter account. Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.

Why are only 23% of CFPs women? Why are even fewer women in leadership roles? Why aren't more women entering the business? What can existing firms and leaders do to encourage more women to become financial advisors and help them through the tough early years? Those are just a few of the questions Eleanor and I discussed on today's show about how to hire and train women financial advisors. All firm leaders and industry leaders reading this post and listening to this podcast have a role to play in encouraging more women to enter the business and helping ensure they succeed. Frankly, it's a great business for women. They possess certain interpersonal skills that make them ideally suited for the human-to-human nature of this work. Unfortunately, there's a stereotype among many women that this business is all about sales and numbers. Sure, that's part of it, but ultimately it's much more than that. When it comes to training women financial advisors, Eleanor said, "I think a training program has to make sure that she understands the timeline for advancement, the expectations for the role, the responsibilities, where she is going to be in the firm if she meets expectations in the next year, 2 years and beyond." Hiring women makes good business sense. "Firms need to realize that having more women in a firm does very positive things to the workplace environment, to the culture, even the bottom line. Large companies who have put more women in leadership positions, management positions, really do have higher return numbers measured in a number of ways. It's just good business," said Eleanor. Oh, and let's not forget, women may be slightly better investors than men, according to various studies.

WRW030: Planning to Be a CFP with Eleanor Blayney   Intro Hello there, and welcome back to Women Rocking Wall Street. A couple weeks ago, I spoke with Renee Amochaev about her fight for gender equality on Wall Street. And on this episode, I’m continuing the theme and encouraging women out there to research the opportunities that a career in financial planning can bring. Well, who better to speak about this topic than Eleanor Blayney, author of “Women’s Worth: Finding Your Financial Confidence.” In addition to being an author, Eleanor is a CFP and consumer advocate for the Certified Financial Planner Board of Standards.   In 2013, the CFP Board launched Women’s Initiative (WIN). Under the leadership of Nancy Kistner, then chair of CFP Board’s board of directors, WIN conducted research about why there are so few women in financial planning—the number has remained flat at 23% for several years. Based on the research, the WIN Advisory Panel released a white paper called “Making More Room for Women In the Financial Planning Profession.” The research found that, compared with men, women are much less familiar with the financial planning profession and the requirements for CFP certification. And when it comes to financial advisors who do not have CFP certification, 39% of men said they would “definitely or probably” pursue it, compared with 23% of women.   Now I’m happy to introduce Eleanor, who can tell us more about the study and share how we can take action to boost those numbers!   Conclusion Hope you enjoyed this episode, and I encourage all the CFPs out there to become WIN advocates and spread the word about attracting women to Wall Street. If you would like to become an Advocate, please visit this episode’s show notes for more information. Every action we take like this can help close the gender gap!   If you have a passion for helping others, I would encourage you to explore a career in financial planning. As Eleanor says, it’s not all numbers, sales and production—it’s a career that calls for creativity, relationship skills, communication and an interesting in helping people achieve their goals. Sounds pretty nice, right?   Thanks for listening, and please join me next week with guest Maureen Lowe. As always, please head to iTunes and leave a quick review. I’d love to hear your thoughts! Please also be sure to share this podcast with friends and family. The bigger the audience, the bigger the impact it can have on women’s careers.   Have a great week!