Apriem President Rhonda Ducote comments on how to empower female clients and the Women of Wisdom program while Vice President of Wealth Management, William Pugh reflects on what he has learned about working with and for women. Below is an excerpt:
“Rhonda Ducote, the president/principal of Apriem Advisors in Irvine, Calif., started her firm’s Women of Wisdom (WOW) program in 2014 to help educate, empower and encourage all women to get more involved in their financial lives. Breadwinners and housewives “have a lot more in common than you think,” she says.
Bill Pugh, a CFP and vice president of wealth management at Apriem Advisors, had advised women clients before joining Apriem nearly three years ago. But he picked up more nuances while shadowing Ducote during the firm’s three-month training program for new hires. “I was impressed by the bonds she built, personally and professionally,” he says.
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