Passion Meets Purpose: Empowering Women in Finance
by LPL Financial February 28, 2025
In this article, financial advisor Sarah Carlson discusses her nearly 30-year career in the industry, focusing on empowering women to manage their finances confidently. She shares her journey from her early interest in financial planning to her education at Yale, highlighting the importance of mentorship and education. Sarah provides practical advice for financial freedom, such as conducting a spending audit and setting up automatic savings. Her approach combines financial mechanics with overcoming psychological barriers, making financial advice accessible and empowering.
https://www.advisorhub.com/resources/passion-meets-purpose/
This interview also appears in the Feb 28, 2025 AdvisorHub newsletter!
How Authenticity Can Help You Attract Your Tribe, Find
Your Target Market, and Add Passion to the Bottom Line
In this On Purpose Series interview, Sarah Carlson discusses:
- Leveraging your personal connection to the industry to energize your work
- Finding a better fit client by being authentic in your marketing and actions
- Meeting clients at their emotional needs to help them unblock
________________
