Jan 15, 2020
Tricia Carter Wood, FSC financial professional, founder of Haber Wealth Management, and Monday Maven. What is a Monday Maven? It is the monthly spotlight on a female advisor within our private Women Forward Facebook group. During this webcast, premiering on January 15th, Tricia will share her summer experience, which she talked about in the spotlight. She will also discuss eQuipt – how it’s changed her clients’ experience, daily operations, account opening process, and more. She will also reveal why her business segment – physicians, business owners and women – is important to her. The podcast closes with her career story: major milestones and lessons learned.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.