EPISODE · Jul 24, 2024 · 24 MIN
How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough
from The Out and About Podcast · host Out and About Communications
Stephanie McCullough is a veteran financial advisor with 27 years of experience. Inspired by her father, a long-time financial advisor, she transitioned into the financial sector at age 30. Recognizing the value of his work, she decided to join his business. A pivotal moment in 1998, when she met a coach at a chamber of commerce event, significantly shaped her professional journey. Stephanie founded Sofia Financial in 2011 and focuses on empowering women to confidently take control of their financial futures. She creates a safe space for open and vulnerable discussions about financial matters.Featured Resources Stephanie McCullough on LinkedIn Stephanie McCullough on Instagram Sofia Financial on LinkedIn Sofia Financial on Facebook Externship at Amplified Planning Financial Planning Association AGC Advisors Growing As a Community Michigan State Financial Planning The National Association of Personal Financial Advisors Enjoyed this? You’ll also love: Building a Family Business: How Bridget Venus Grimes Solved her RIA Capacity Problem with her Daughter Marnie Bonner Building a Virtual Externship for the Next Generation of Financial Planners, with Hannah Moore Educating Financial Advisors on Healthcare Planning with Cole CravenTune in now as we chat with Stephanie about the power of her human-first approach and how she creates a safe space for her clients, tips for finding the right fit financial advisor, and how she provides support and education to help make financial planning less intimidating.
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How Women Can Break into Financial Services Careers and Why They Should with Stephanie McCullough
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