The Wholesome Advisor: Anna Howard and Kimberly Sanders

Kimberly Sanders adopted a typical path into monetary companies, gaining an undergrad in finance and dealing for a sequence of banks and brokerage companies. When she turned pregnant, she made the choice to remain residence for eight years to lift her youngsters. However when it was time to return to work, the trail was not so easy.

 For Anna Howard, her path into the {industry} was pushed by a want to earn validation from her father, additionally an govt in monetary companies. Later in her profession, she realized the trail she took and targeted on constructing a extra genuine and fulfilling life for herself. She and her husband not too long ago went by means of a multi-year course of to change into foster mother and father, so now they’re managing 4 youngsters, two of which have particular wants, whereas working full-time.

On this episode, WealthManagement.com Managing Editor Diana Britton explores the stability between work and residential life with Anna Howard, head of Personal Wealth at LPL Monetary, and Kimberly Sanders, head of Strategic Wealth Companies at LPL.

Anna Howard

 They contact on:

• The distinctive struggles confronted by ladies within the monetary companies {industry}, significantly with work-life stability
• The journey again into the workforce after taking a hiatus and the obstacles encountered alongside the way in which
• The significance of male sponsors
• Methods for managing private well-being and household life whereas pursuing a demanding profession
• The significance of mentorship, advocacy and constructing a assist community for girls in finance

Kimberly Sanders

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 About Our Company:

At LPL Monetary, Anna Howard focuses on serving high-net-worth advisors and their shoppers, launching LPL Personal Wealth Administration to supply industry-leading advantages and enhanced service. Previous to LPL, she superior her profession at First Republic Financial institution and Wells Fargo Personal Financial institution, the place she developed progressive sources and grew belongings below administration.

 Kimberly Sanders, Senior Vice President, Advisor Options at LPL Monetary, leads LPL Strategic Wealth Companies, a contemporary supported independence resolution that permits advisors and enterprise homeowners to construct and develop their companies in accordance with their imaginative and prescient. On this position, Kimberly oversees a seasoned administration staff that permits advisors to optimize on LPL’s relationships, sources, and companies to construct fairness of their model and enterprise so advisors can proceed to thrive. Previous to LPL, Kimberly served RIA shoppers and prospects at Schwab Advisor Companies, offering enterprise consulting to assist the custodian’s present and potential shoppers. 

 You probably have a wrestle and want to share your experiences and assist others in related conditions, please attain out to Diana at [email protected].

The Wholesome Advisor podcast is obtainable on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are discovered.