Male Ally Network? Programship at Females and Finance

Breaking the ice ceiling!

Have you met Elliott Appel, CFP?, CLU?, RLP? of Kindness Financial Planning? We hope so! Elliott has been a longtime member of the Females and Finance Community and a male ally in the Male Ally Network? Programship at Females and Finance and is passionate about financial planning and personal finance. In 2023, Elliott wrote a book, "Money Lessons for Change" and we highly encourage you check this out here: https://amzn.to/3YSL8by and if you're looking for a podcast guest, he's an amazing speaker, too. (We recommend his blog: https://lnkd.in/gKVhtk8x for tips and lessons on working with widows and other financial planning clients, as well.) BRAVO to Elliott! We appreciate you!

We stole the picture! But, we had to because H. Adam Holt, CFP?, ChFC? , Mark Friedenthal , and Craig Iskowitz are amazing male allies in the Females and Finance Community ! So glad they had this opportunity to hangout! (And we love all the glasses! )

I enjoyed contributing to the Females & Finance panel at the Investment Masterminds Symposium in Cincinnati last week. As advisors, what we know is a really big deal. That’s why so many of us have letters behind our name. Equallly as important is the how. How we present information and engage in client conversation, and how we listen and don’t assume. Many people don’t love talking about the “soft skills”. Talk about the soft skills. We’ll all be better for it. Andrea Ernst, CFP? Megan Lyons, CFP? Shana Sissel, CAIA Jeff Thomas

Ryan Williams and Jeff Thomas had an incredible time attending thought-provoking sessions and making meaningful connections with advisors and their families at the NewEdge Advisors #AdvisorFirst conference. We are thrilled to have partnered with NewEdge Advisors for this experience and look forward to our continued support and connection with such a welcoming community. Here's to building stronger partnerships and paving the way for future success!

Great to see Matt Halloran of ProudMouth being featured by InvestmentNews for their #RIAActivate event coming up soon with this Social Media Masterclass - Practical Content Creation for your RIA. Matt Halloran (Co-Founder and Chief Relationship Officer, Proudmouth) will lead an interactive, hands-on workshop, helping advisors create compelling, professional-grade social media content to enhance client engagement, attract new prospects, and build a robust online presence. Learn More Here: https://lnkd.in/g5HpUF8p

Hello, Friends! ???? We wanted to take a moment to welcome Marc R. Butler formally to the Females and Finance Community as well as the Male Ally Network? Programship at Females and Finance, too. Marc has an established track record of building businesses from the ground up, turning around performance, and managing organizations through dynamic change and transformation, strategically engaging and mobilizing people behind a shared vision and passion for excellence. We encourage you to connect with Marc and find ways to be #BetterTogether in finance! #FemalesAndFinance #MaleAllyNetwork #FinancialServices cc: Jeff Thomas Stoy Hall, CFP? Sheryl Hickerson Matt Halloran

Even in traditional families, women often hold the keys to the financial wellness of the household. Our Executive Advisor, Jeff Thomas, often talks about his Father owning a lobster-fishing business while is mother ran he books (of the household and the business). It's well past time to help women address financial needs for themselves and their families. Kudos to Debra Ohstrom, CFA for offering these events!

Have you met Whit Lanier of Amplify Reviews yet? Whit is a longstanding Male Ally Network Member and Founding Standard Partner of the Females and Finance Community. Whit always has something serious, and then something funny, to share. It's just who he is. (And, he's also a Black Belt in Martial Arts, so maybe we should have said he's serious, and funny, and potentially dangerous? But, that's probably not good for his marketing, though, right? Niki Clark, FPQP? would know best on that!) We've learned more about about the importance of quality reviews of a business in finance since Whit joined our network. And, if you've been wondering how you can stay compliant while also featuring compliments - you need to reach out and follow his work. HIGHLY RECOMMEND his "Occasional Newsletter" filled with humor and handy tips, too. Learn More Here: https://lnkd.in/gqmMbYhM #FemalesAndFinance #MaleAllyNetwork #BetterTogether cc: Jeff Thomas, Stoy Hall, CFP?, Clare Dubé, CFSW, Peggy Haslach, CFP?,CLU?, Katie Kimball Dyer, Matt Halloran, Kristin Carleton

Great job by F&F Member and Male Ally, Elliott Appel, CFP?, CLU?, RLP? of Kindness Financial Planning on his recent piece on 7 Factors to Choose the Best Retirement Location. Copying Annalee Kruger, Cathy Sikorski, Esq., and Joy Loverde as they are very involved in this space, too. #FemalesAndFinance #MaleAllyNetwork #LongevityPlanning cc: Jeff Thomas Stoy Hall, CFP? Katie Kimball Dyer Peggy Haslach, CFP?,CLU? Kristin Carleton Sheryl Hickerson https://lnkd.in/gsy3xXCc