Tarah Williams, president and COO of Prospera Financial Services, emphasizes diversity and mentorship in wealth management. Prospera’s inclusive culture has led to women holding half of its senior leadership positions. Williams will speak at the Women Advisor Summit on effective mentorship programs and aims to attract more women to the industry.
Her leadership focuses on enhancing client experience, leveraging technology, and maintaining personal connections. Williams aims to provide high-level service and sees client experience and risk management as increasingly important, with technology playing a key role in streamlining processes and deepening relationships.
Read the original article for ‘Hiring the right person for the job’ over on the Investment News website.