What inspired you to pursue leadership roles in industries where women are underrepresented, and how has that shaped your approach to mentoring/coaching other women? From early in my career, I was drawn to roles that pushed me outside of my comfort zone — often in environments where there were few, if any, women at the table. When […]
Featuring Robert Ross, EVP & Partner at Tier 1 Level Consulting and Former Executive at Merrill Lynch & Wells Fargo Private Bank In today’s rapidly evolving financial landscape, coaching leaders and financial advisors require more than technical expertise—it demands a blend of analytical precision and emotional intelligence. Wealth management, at its core, is both a science of[…]
Why Adaptation Is the New Alpha By Curtis Brown, President & CEO As client expectations evolve, and technology upends old models, the future of financial advising belongs to those who anticipate change—rather than react to it. At Tier1 Level Consulting, we help teams navigate disruption with confidence and clarity. Here are five mega-trends we believe every[…]
