Steve Garmhausen

Susan, I have your book. It has been an eye opener. Is that the only one? are you working on another one? I find myself reading parts of it over and over.Thanks for the understanding.

When dreams of sudden riches turn to nightmares, there are answers for clients and advisors

Susan Bradley: “It’s a great opportunity as well as a peril if advisers are not prepared. Clients don’t feel heard, seen, taken care of or understood during (transitions).” 

Sudden Money

Greenberg|Graham Advisors

Susan Bradley

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

A special compassion and knowledge is required for people who get what we think they want

When dreams of sudden riches turn to nightmares, there are answers for clients and advisors

Linda Williams

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Linda Williams

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