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Within the newest episode of the Centered on the Future podcast, veteran trade chief Suzanne Siracuse talks with Teri Shepard, president of Carson Group, on the evolution of the function {that a} monetary advisor performs, how she and her agency are investing in girls and why always difficult oneself is the one approach to evolve and develop.
Particularly, Teri discusses:
- The important thing areas Carson Group is concentrated on to greatest serve present and future purchasers.
- The evolving function of monetary advisors; now extra like coaches and therapists.
- Why she and her agency are taking an energetic function in advancing girls in our occupation.
- The highest takeaways from her companies lately launched Girls in Wealth Administration survey.
- Her recommendation for males on easy methods to be higher allies and advocates for ladies.
Join With Suzanne Siracuse:
Join With Teri Shepherd:
About Our Visitor:
Teri Shepherd at present serves because the President of Carson Group, the place she performs a pivotal function in enhancing operational effectivity and advancing the corporate’s long-term imaginative and prescient. As the primary feminine govt on the agency, Teri has change into a outstanding function mannequin for ladies inside Carson and the broader monetary providers trade.
Teri’s dedication to advancing gender variety throughout the group and the monetary providers sector has garnered widespread recognition. She has been acknowledged by organizations corresponding to InvestmentNews’ Girls to Watch, Monetary Planning Journal’s High Girls in Asset Administration, the Stevie Awards for Feminine Government of the Yr and WatersTechnology’s Girls in Expertise & Information Awards Gender Equality Skilled of the Yr.
Earlier than becoming a member of Carson, Teri held the place of Government VP, CFO, and COO at an impartial broker-dealer, RIA and insurance coverage firm for a decade. Moreover, she served as the company controller of a publicly traded biotech agency for 2 years. Teri is an alumna of the College of Nebraska–Kearney, the place she earned a Bachelor of Science diploma in accounting.
Past her skilled endeavors, Teri finds pleasure in spending high quality time along with her husband and three sons. She and her household take pleasure in tenting, water snowboarding, and enjoying sports activities.
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