Sponsorship Can Help Speed Women Into RIA C-suites

As women are projected to control $34 trillion by the end of the decade, gender diversity in advisory firms has become essential for success, writes Terri Kallsen, CFP®, 2025 Chair-elect of CFP Board. While progress is being made, with women representing 23.6% of CFP® professionals in 2022, significant gaps remain, particularly in leadership positions.

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