Clifford Swan’s CEO, Linda Davis Taylor is dedicated to instilling financial confidence and competence in women. One tool she uses to empower women is convening “Money Talks” in which participants share personal finance stories and strategies to help each other grow and thrive.
In celebration of Financial Planning month, the women of Clifford Swan held a Money Talk on October 23 to provide support and resources around the topic of money with each other.
Attendees shared their “money stories” with one another, including:
How did you learn about money growing up?
What was the most valuable money lesson you learned from another?
What do you think society tells women (or doesn’t tell women) about financial planning?
What drew you to the financial services industry, and has exposure to it changed your attitudes towards money?