How can female leaders in financial services be better mentors to their fellow women working in wealth and build strong teams of advisors and professionals? We speak with Sanya Rizvi, WMCP®, about the keys to successful team-building and how women can balance work and life in the industry.

Sanya is a market director for J.P. Morgan Wealth Management, based in Manhattan, and is responsible for managing financial advisors. Sanya started in the wealth management industry 22 years ago as a financial advisor, moving into management in 2008. Early on in her career, she learned the importance of great mentors. She was an educator prior to entering the field so she wanted to have a solid Personal “board of directors” advising her both personally and professionally. She has a passion for fostering young talent and looking within her local community to offer her mentoring expertise to young aspiring advisors. She is on the leadership board of Ellevate Network which helps foster career development for working professionals.

How can advisors enrich not just their clients in wealth, but in their lives as well? We’re joined by Ka’Neda Bullock for a conversation on how to serve both individual and institutional clients and help those financial professionals work with leave a legacy.

Ka’Neda is the founder and CEO of Master Plan Investment Group, a financial advisor, and a financial speaker. As a retirement plan advisor, she specializes in managing workplace retirement planning and works to help employees develop healthy money management practices. She has a passion for helping clients clarify their financial goals and chart a path for success while living a fulfilled life during the journey and building generational wealth. She is a former Fulbright Scholar and received her MBA from the New Jersey Institute of Technology. She also holds an undergraduate degree in Government from Smith College in Northampton, Massachusetts, and is dedicated to providing expert financial advice, holding numerous designations, certifications, and licenses.

Who should consider a career in the financial services industry, and what are the secrets to success? We speak with Bina Patel about her success strategies and how women looking to become more independent can find satisfying and profitable careers in the business.

Bina is a Financial Representative and Managing Associate with Wealth Advisory Group LLC, a General Agency of The Guardian Life Insurance Company of America. In addition to helping clients acquire the appropriate life, disability, long-term care, and health insurance, she leads all client relationship efforts for her partner, Joe Sciabica. She has been in the insurance and financial services industry since 2003. Many of her clients are in the IT, medical, and financial services fields. She has a specific specialty in the health insurance field and oversees this component of the partnership’s business. She is an active member of NAIFA, AAHOA, and Asian Women in Business; she is a founding member of Pitch, an organization devoted to helping women entrepreneurs develop their growing businesses.