Accomplishment(s): I feel like I have accomplished a great deal
each time we receive feedback from advisors that we nailed
it, that the tools we designed with them in mind have made
an impact on their day-to-day. When we do our jobs right, I
expect to get this kind of feedback on everything we roll out.
Two key accomplishments that come to mind as game-changers for our advisors are continued enhancements within our integrated technology platform: Product Catalog and
Advisor Mobile. Product Catalog enables advisors to review
financial products using multiple data sources, and they can
easily identify whether a product is allowed at Raymond James.
That’s something you can’t do with any third-party system.
And the Advisor Mobile app lets advisors take their business
on the go. From CRM notetaking to running client reports to
advisor texting, Advisor Mobile makes it even easier for them
to communicate and do business with their clients.
It always feels good to know that the technology we develop
has made a difference in the lives of our advisors. We understand
how busy they are and how vital the client-advisor relationship
is. That’s why it is our job to provide tools that help them work
smarter, so they can focus on building those relationships.
Our key to success, and what we continue to hear that differentiates Raymond James, is the great deal of energy we
put into listening to our advisors’ needs. We do this through
the guidance of our Technology Advisory Council along with
ongoing feedback from advisors, and the continued investment
in IT and our IT associates, who are dedicated, talented and
understand our advisors’ business.
How to get more women into WealthTech: Inclusion starts
with all of us in the industry. We need to take some personal
responsibility to discuss the fact that there is room for women
in tech. We also need to have these conversations with students in middle school, high school and college, inspiring a
new generation to pursue this field.
A woman once brought her daughter to work, and the
daughter asked me where I work. When I told her “technol-
ogy,” her response was, “I didn’t know there were so many
senior women in tech.”
We need to change that narrative by making ourselves vis-
ible. We all aspire to and want to emulate what we see. The
more women are highlighted, the more the next generation
will have role models to look up to.
Advice for those starting out: I would tell my younger self to
push harder, explore boundaries and not be so confined by
rules set by others. The one thing that experience has taught
me is that you can pretty much do anything you set your mind
to. It’s so important to constantly learn new things and look for
ways to be the best version of yourself.
Sources of insights and inspiration: The need to be continuously inspired is important. I look to all kinds of sources for
inspiration. Some are well known authors, bloggers and speakers. Others are everyday people, my kids and my husband, who
reinvented himself and completely changed careers. Those
inspirations help me want to do more and be better for my
team, advisors, who we see as our clients, and my family.
Accomplishment(s): Our business started more than 25 years
ago, and it is both our challenge and our opportunity to remain
relevant and innovative for the next 25 years. I’m thrilled to
serve as Advicent’s CEO, leading the company through the
largest platform expansion we’ve embarked on in recent years.
As we set out to disrupt an entire industry with a new
approach to financial planning, we quickly realized that, in
order to be successful, we needed to transform our entire business. That meant we needed to think and behave differently.
The status quo would no longer suffice.
I am extremely proud of the hard work and determination that
our talented group demonstrated over the several months. The
transformative work they have achieved to this point has set our
business on a path toward great success. Recent accomplishments
include platform improvements such as the NaviPlan visual design
refresh, and the introduction of NaviPlan Guided Retirement.
Also, we have defined a new approach to data science with
regard to three distinct areas — data governance, business
intelligence, and analytics. The resulting benefit of this initiative is the ability to deliver more personalized, comprehensive
financial planning experiences across all advisor segments.
How to get more women into WealthTech: Understand the
skills you bring to bear and how those skills may be transferable into a new role or industry. Anyone can learn how to succeed in a new industry if motivated and interested in doing so.
Never be afraid to redefine yourself or your role. You
shouldn’t just think of yourself as the employee who can do X,
Y and Z. Trying new things and taking on new responsibilities
is key for learning and growing. Be eager to do more, and be
humble enough to learn from the men and women around you
— regardless of the industry where you work.
I know that first-hand. When I started my career after graduating from college, I worked alongside my father at a family-owned
Senior Vice President of Technology,
Raymond James Financial