I know many of us are working hard to close out the year with a bang! I continue to get some amazing emails from women who are sharing their good news with me; you are all truly inspiring to me!
So let’s get to it, shall we? This month, you’re going to hear about a couple of colleagues I have known for a number of years and a couple of ladies who were recommended to me after their friends read about other women in this series and wanted to help them toot their own horns!
Sally Poblete, Wellthie
"In the last year, I have been able to mentor several young professionals and students who expressed interest in health insurance and technology. I was able to provide an environment for them to gain practical experience in the health insurance and benefits industry, while also learning about building technology solutions to address our challenges. I think it is very important to continue to attract bright, curious and creative young minds to the insurance industry so that they can bring fresh perspectives to driving innovation in order to make our industry better."
Angela Brown, North Florida Financial Corporation-Guardian
“I helped a client setup a trust and protect her $2.4 million dollar settlement for health care and estate planning. I also was recognized in my local area for 4 Under 40 by NAIFA and was install as a WIFS National Director in October!”
Sally M Johnson, WealthPlan Advisors
“I joined WealthPlan Advisors just two years ago after 16 years at a large Fortune 500 organization. It was a big change, but it was the right change! We have been beyond blessed with the growth we have experienced. Today, we have offices in Phoenix, Las Vegas, Salt Lake City, St. Louis and we’re in the midst of opening a new office in Nashville. We were just named by Financial Times as one of the Top Financial Advisers in the country, and by Investment News as #2 in the country for “Biggest Gainers in Growth.” And finally, in August, I was promoted to Partner at our firm! There are very few female advisors in the country and I’m thrilled that I have the opportunity to work with the best team in the country and help so many organizations build a truly successful retirement program.”
Colleen Blum, Combs & Company, LLC & National Financial Network – Guardian
“The past 12 months have been great for me! I received the prestigious “Client Builder” Award from Guardian less than three months after being contracted with them. I have also have been featured in a broker video series by VSP and my biggest accomplishment is that I have increased my personal production by nearly 400 percent — and the year isn’t even over yet!”
As we move through November, I know we often reflect on what we are thankful for. This series has been so much fun to do and I’m happy (and thankful) to report that we are going to continue it! So please, if you know of great women in the industry who are working hard to make this this industry great, do an email introduction for me at firstname.lastname@example.org I’d love to connect!