TD Wealth for Women – Insights from Advisors
Women are thriving in areas of financial advice that, just a few decades ago, were almost exclusively the domain of men. In this series of videos and articles, TD Wealth professionals share practical strategies that helped them build rewarding careers.
Developing and deepening HNW relationships
“There’s so much need out there. If I can give back and pay it forward, that’s important to me.”
- Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice
Building a thriving HNW practice through personal upheaval
“An amazing support team helped me feel confident in myself again and reassured me I’m in the right place.”
- Jocelyn Willoughby, Senior Investment Advisor, TD Wealth Private Investment Advice
Developing and deepening HNW relationships
“When people know you’re genuinely interested and want to help, it puts them at ease.”
- Andreka Lapchinski, Associate Portfolio Manager, TD Wealth Private Investment Counsel
Building a career advising HNW clients
“Change is inevitable. You have to respond, and you can’t take it personally.”
- Andreka Lapchinski, Associate Portfolio Manager, TD Wealth Private Investment Counsel
Top priorities for UHNW clients
“Clients need advisors who are genuine and care about their best interests.”
- Elise Pulver, Director of Wealth Planning with TD Wealth Family Office Wealth Advisory Services
How to succeed in the UHNW market
“When clients feel they have been heard, they develop rapport, trust and a relationship with you.”
- Elise Pulver, Director of Wealth Planning with TD Wealth Family Office Wealth Advisory Services