Breaking barriers | An interview with Angel Georgijev

03/19/25 • 24 min

In our first episode, seasoned advisor Angel shares the challenges and triumphs in her career. From establishing credibility as a female advisor to championing collaboration and mentorship, Angel offers practical tips on building an inclusive network, fostering client confidence and driving long-term success. Tune-in to hear her experiences and learn how empowering others—especially women—can lead to long-term success in your advisory career.

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The future of women’s wealth: Inclusive advising for her success

The financial world is changing and women are taking charge of their wealth like never before. But are advisors keeping up? In this episode of The Advisor DeltaTM, we delve into the latest insights on behavioral investing, financial strategies for women and the role of advisors in shaping a more inclusive wealth management industry. Tune in to discover how language, education and tailored investment strategies can bridge the gender wealth gap and create a more inclusive financial future.