Amy Edgren - President of Woodhill Financial on Wealth Management, Financial Advising, Corporate Insurance and Taking Over a Family Business
In today's episode of Working Girls Don't Gatekeep, we sit down with Amy Edgren - the president of Woodhill Financial.
She is a financial advisor, corporate insurance advisor, and business owner!
We discuss the flexibility that this type of 100% commission type of role can provide, as well as strategies to find and retain clients.
To be an insurance advisor and to be a financial advisor requires you to take and pass tests, but doesn't require a specific education path.
We also discuss what it is like to work with family. Her dad used to own the business and had a list of requirements for her to complete before she started working for him. I liked this because it showed her dad the type of commitment that she had to the industry and to his business.
This is a very male dominated industry and women are really needed as advisors! When we think of who normally discusses money and financials and investing, we often think of men.
This narrative needs to shift to encourage women to be in the ballfield of this and having a female advisor could encourage more women to step into the arena.
This career path really allows for financial freedom, ownership of your schedule and time, and unlimited success as long as the passion is there.
She also shares the importance of having a professional network. She has joined an accountability network who are in different industries and she meets with monthly to make their goals known and accounted for.
Woodhill Financial is currently hiring another advisor in the Twin Cities area! Reach out to Amy if you are a fit and mention this podcast!
You can find Amy on her website below:
https://www.woodhillfinancial.com/
