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More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag In Wealth is Women's Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as financial planners. Ruhlin argues for the benefits of a career in wealth management- including work-life balance, excellent pay, and rewarding relationships-and highlights the unique skills and talents that women bring to the field.
In these pages, Ruhlin speaks to women of all ages, inviting them to consider careers as financial planners, showing them the transferable skills that they already possess, and offering advice on how to pursue internships, jobs, and formal certification. In conjunction with her efforts to recruit women to the profession, Ruhlin directly addressed industry gatekeepers, at once admonishing and encouraging them to hire and mentor more women.
List of contents
INTRODUCTION:
"How Are You Feeling?" PART ONE
We Need More Women "But I'm Not Good at Math" "It's Boring" "It's a Man's Field" "I Don't Have the Right Skills" "CFPs Only Work with Rich People" PART TWO
CFP® Certification: The Standard of Excellence Passing the Test The Power of Internships The Law of Attraction CONCLUSION
To My Fellow CPAs To My Industry Colleagues
Acknowledgments
About the Author
Contact
About the author
PEGGY RUHLIN is the retired Chair of the Board of Directors of Budros, Ruhlin & Roe. She was its Chief Executive Officer from 2000 to 2019 and led the firm in multiple capacities since joining in 1987. Peggy is one of America's most distinguished women in wealth management. She received the Alexandra Armstrong Award for lifetime achievement, was named one of the "20 Most Influential Women to Watch in 2016" by Investment News, one of the Top 25 Women RIAs in 2016 by WealthManagement.com, and one of the Financial Times Top 100 Women Advisers in 2014. Smart Business News selected her as one of the inaugural Columbus Smart 50 CEOs in 2014.
Peggy is a Certified Public Accountant with a Personal Financial Specialist accreditation, and a CERTIFIED FINANCIAL PLANNER(TM) certificant.
Summary
More women than ever before are the primary financial decision-makers in their households, but the number of women in wealth management careers continues to lag In Wealth is Women’s Work, Peggy Ruhlin combines stories and statistics to dispel the myths, hesitations, and beliefs that keep women from pursuing careers as financial planners. Ruhlin argues for the benefits of a career in wealth management— including work-life balance, excellent pay, and rewarding relationships—and highlights the unique skills and talents that women bring to the field.
In these pages, Ruhlin speaks to women of all ages, inviting them to consider careers as financial planners, showing them the transferable skills that they already possess, and offering advice on how to pursue internships, jobs, and formal certification. In conjunction with her efforts to recruit women to the profession, Ruhlin directly addressed industry gatekeepers, at once admonishing and encouraging them to hire and mentor more women.
