Sacha Millstone

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  Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want

  By Joyce Hanson, AdvisorOne  |  March 28, 2013

  The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.

• Raymond James Hosts Women’s Conference, Shares Growth Plans

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  (St. Petersburg, Fla.) Raymond James executives discussed a new training program, series of women’s conferences and other steps to keep the company on a “controlled growth path” during the firm’s annual Women’s Symposium held in St. Petersburg, Fla., in late September. “Most of our effort is put on...

• Krawcheck Legacy Assured

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  As firms like Raymond James endeavor to boost the ranks of women in the brokerage business, their executives and advisors say the Sallie Krawcheck story, despite her recent layoff from Bank of America-Merrill Lynch, remains a powerful one. “She has played in the big league at several firms [such as...

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  Sallie Krawcheck’s Legacy Assured: Raymond James Women’s Forum

  By Janet Levaux, AdvisorOne  |  September 23, 2011

  As firms like Raymond James endeavor to boost the ranks of women in the brokerage business, their executives and advisors say the Sallie Krawcheck story, despite her recent layoff from Bank of America-Merrill Lynch, remains a powerful one.

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  At Women’s Symposium, Raymond James to Boost Training, Women’s Programs

  By Janet Levaux, AdvisorOne  |  September 23, 2011

  Advisor training is being enhanced and the women’s forum is going on the road.