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 “technology,” her response was, “I didn’t know there were so many senior women in tech.”
We need to change that narrative by making ourselves visible. 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.