About Our Guest Linda was a principal in one of the first comprehensive wealth management firms in the mid to late 1980’s, long before it became the model of choice that we enjoy today. Although Linda’s industry entry point was in 1981 at a conventional broker dealer, it was her unconventional marketing methods (teaching investment classes, authoring a newspaper column, teaching seminars for women and creating and hosting a financial cable television show) that made her a standout success during a time when women were unlikely financial advisors.
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