X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Who’s feelin’ the love?  With Valentine’s Day fast approaching, I am excited to share one of my “loves” with you.  Incredible women in our industry getting it done and paying it forward!  This installment is extra special to me because it includes Karen Roberts, a woman who has mentored me for a number of years.  In addition to Karen, you are going to hear about Cheryl Hughes, who has over 30 years in our industry and Patricia Griffey who has been giving back to our industry by being involved in the National Association of Health Underwriters. Get ready to feel the love and inspiration that these three women bring to our industry! 

Karen K. Roberts, The Emerald Financial Group

“Having advocated for years for more woman in the financial services industry, I chose to go out on my own to recruit a brand-new woman to our profession, mentor her and teach her how I work to help my clients become educated, empowered and to take control of their financial futures.  Wendy joined me in January of 2016 and is on her way to a very successful career.  I truly believe that we can all change our industry, one woman at a time!” 

Cheryl J. Hughes, Lincoln Financial Advisors

“Good news — I have been in the pension business for 30+ years, so I have a large client base.  It has taken me two years, but I’ve finally completed the task of segmenting my business.  In 2016, my A clients were touched 19 times by either newsletters, important articles about current events, phone calls, annual reviews, or Christmas cards.  Since I have about 3,000 clients, this was quite the accomplishment!  We are now starting to contact both my A and B clients on a regular basis.  It’s not a small task.” 

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?

Follow the Conversation

BenefitsPRO

Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.