Female advisors must uncover their unique approach to doing business in the financial industry, even when it’s different. The next challenge is to maintain the courage to stay true to yourself even when you feel as if you are drowning in testosterone. Women must embrace their unique strengths to achieve the success they deserve.
In this episode, Adri sits down with Margaret Marapao, CFP® Certified Financial Planner™, of Integrity Wealth Advisors, about her journey in the financial industry. She shares the wisdom gained from 10 years in a male-dominated trading company, that many women in the industry need to hear.
Adri and Margaret discuss:
- How Margaret got the nickname “The Big Ticket” when she first started her financial career
- The different roles men and women have played in shaping her financial career
- How Margaret found her true calling working with women in the financial industry
- Why ditching the numbers allowed her to carve her path as a female advisor
- What it takes to build strong client relationships as a female advisor
- And more
Connect with Margaret Marapao:
- LinkedIn: Margaret Marapao
- Integrity Wealth Advisors Website
- LinkedIn: Integrity Wealth Advisors
- Twitter: Integrity Wealth Advisors
- Facebook: Integrity Wealth Advisors
- YouTube: Integrity Wealth Advisors
- Email Margaret Marapao
Connect with Adri Miller-Heckman:
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About our Guest: Margaret earned her bachelor’s degree from the University of Southern California (USC). In addition, she received her Personal Financial Planning certification from the University of California, Los Angeles (UCLA). She also earned her securities licenses and Insurance Agent Licenses in CA, WA, and she is a Certified Financial Planner and registered advisor representative at Integrity Wealth Advisors Inc.
At the age of 23, Margaret began her career in the financial industry as a trader for an investment management firm. She then moved to Client Services as a department supervisor and finally found her passion as a financial advisor, where her focus is to build deeper relationships with her clients and assist them with any unique challenges they face, and help them feel more confident that their plan and investments are aligned with their priorities and values.
She loves spending time with family and friends. She also volunteers in the community. She is the vice-chair and board member for a local school and has volunteered for Habitat for Humanity, Financial Planning Foundation, and USC Day of Service.