Leading an All Women Wealth Management Team

The video features a discussion with Shelby, a certified financial planner, about the challenges and strategies in the financial advisory industry. It covers gender diversity issues, market conditions, client advice, portfolio diversification, and future trends like AI. Shelby shares insights on managing investments in volatile markets and emphasizes the importance of maintaining a balanced portfolio.

What does the speaker believe is essential for clients to keep in perspective during market fluctuations?

What strategies does the speaker recommend for maintaining a balanced investment portfolio?

What is the speaker's perspective on the role of AI in the financial and healthcare sectors?