Keywords

financial advisor, women in finance, mentorship, client acquisition, financial literacy, career success, overcoming challenges, networking, self-promotion, work-life balance

Summary

In this episode of the High Performance Financial Advisor podcast, host Tony Bates interviews Veronica Karas, a principal certified financial planner at CapTrust. Veronica shares her journey of becoming the youngest partner in a male-dominated industry, the challenges she faced as a woman in finance, and her strategies for building a successful client base. She emphasises the importance of self-promotion, networking, and mentorship, while also discussing the balance between her career and motherhood. Veronica's story is one of resilience, hard work, and a commitment to empowering others in the financial industry.

Takeaways

Veronica became a partner at age 33, the youngest ever.

Only 15% of financial advisors are women, highlighting industry challenges.

Self-promotion is crucial for success in finance.

Building a client base requires creativity and persistence.

Networking can lead to unexpected opportunities.

The pandemic shifted client acquisition strategies to virtual platforms.

Veronica brought in over $700 million in assets in five years.

Setbacks are part of the journey; resilience is key.

Mentoring younger advisors is a priority for Veronica now.

Balancing work and motherhood requires support and flexibility.

Be sure to subscribe to the High Performance Financial Advisor podcast on your favourite podcast platform, so you never miss an episode.

LEARN MORE

Radium Search - https://radiumsearch.com/

CAPTRUST -https://www.captrust.com/

CONNECT

Tony Bates on LinkedIn - https://www.linkedin.com/in/tonybates/

Veronica Karas on LinkedIn -linkedin.com/in/veronicakarascfp

LISTEN

Spotify - https://open.spotify.com/show/0xmUJfkTaCbnXLr1nxBsWG?si=2b3060f5bc03472d

Apple Podcasts - https://podcasts.apple.com/us/podcast/high-performance-financial-advisor/id1822236674

YouTube - https://www.youtube.com/@RadiumSearchUS