Teri Shepherd

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Teri Shepherd

Teri Shepherd

@TerisShepherd

Wife ~ Mom to 3 Boys & 3 Dogs ~ President at @CarsonGroupLLC ~ Fintech ~ Client First ~ Women in Finance

Elkhorn, NE Katılım Ocak 2014
376 Takip Edilen470 Takipçiler
Concordia Omaha T + F
Concordia Omaha T + F@CTF_Omaha·
Omaha Concordia’s Kyra McNair sprints to 1st place in the 100 meter and 2nd place in the 200 meter. DC West Track Meet - Valley, Nebraska
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Omani Carson (he/him)
Omani Carson (he/him)@OmaniCarson·
What an incredible week. #ExcellRepresent never fails to amaze me. Proud of Carson for hosting these conversations, proud to be an ally, and proud to work alongside the most amazing women.
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Carson Group
Carson Group@CarsonGroupLLC·
Thank you to our attendees for making this week so special. Lazetta Rainey Braxton said it best, "We are our power. Bring the power together and move the industry." Let's channel the energy we brought to #ExcellRepresent and drive change across financial services, together. 👭
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Teri Shepherd@TerisShepherd·
Today has been amazing. I am filled with immense gratitude for the incredible women at #ExcellRepresent. Here's to celebrating the power of collaboration and the strength that comes from being part of an inspiring community.
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Carson Group
Carson Group@CarsonGroupLLC·
Huge congratulations to this years Women in Wealth Management Award winners! These women truly define the industry, and we are so proud to recognize them. #ExcellRepresent
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Teri Shepherd@TerisShepherd·
Excited for a full day at #ExcellRepresent! You’ll hear from some of financial services most influential female leaders and get the first glance at the 2023 Women in Wealth Research Report.
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Teri Shepherd
Teri Shepherd@TerisShepherd·
Gratitude fills my heart after an incredible week at Tiburon CEO Summit XLV in San Francisco. Sharing insights on the future of financial advisory with fellow industry leaders was truly inspiring. Thank you, Tiburon Strategic Advisors, for this opportunity!
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Teri Shepherd
Teri Shepherd@TerisShepherd·
If you haven’t already, register for #ExcellRepresent. Let's be part of a movement dedicated to supporting and championing women in financial services. bit.ly/45gP8mv
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Teri Shepherd
Teri Shepherd@TerisShepherd·
Your firm's success starts with your team! Join me at Schwab Impact on Thursday to hear about hiring, retention, and cultivating a client-centric culture. #SchwabImpact2023
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Teri Shepherd@TerisShepherd·
This fall, we're making waves in Orlando! Join me at #ExcellRepresent for an unforgettable experience in women's wealth management. We’ll create connections that will last a lifetime. bit.ly/45gP8mv
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Carson Group
Carson Group@CarsonGroupLLC·
Why does female representation matter in our industry? President @TerisShepherd stresses the positive impact female advisors have on quality of service. Change starts with us today. Take the Women in Wealth Research Survey: bit.ly/3s1HNsF
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Carson Group
Carson Group@CarsonGroupLLC·
Help lead the way for diversity and change in our industry. This survey is just a part of the ongoing effort to: ✅ Raise awareness ✅ Track changes over time ✅ Provide insight on the challenges faced by women in financial advice bit.ly/3s1HNsF
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Teri Shepherd@TerisShepherd·
Helping our female Partners #ThriveAtCarson is one of my top goals. Last year, we hosted Excell Represent, a community experience for women in wealth management. This year, we’re doing it again, November 15-16 in Orlando, FL. #ExcellRepresent bit.ly/42qdidl
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