Lessons from Local Leaders:

Yasmine Bonilla

Discover the secrets behind successful financial advising with our guest, Yasmine Bonilla, a trailblazing independent financial advisor with over two decades of experience at Raymond James. Learn how Yasmine’s career journey began with a groundbreaking role as one of the first female Latinas at Smith Barney in 2000. She shares her unique insights on the evolving landscape of finance, including the impact of technology and AI, while underscoring the timeless value of building personal relationships with clients. Gain valuable advice for aspiring advisors on fostering trust, adeptly navigating market challenges, and understanding the nuances of client goals and risk tolerance. Yasmine also opens up about her early investment wins, like Apple, stressing the importance of asking the right questions and taking calculated risks.

Master the key qualities needed to thrive as a financial advisor, especially in high-wealth environments. Yasmine emphasizes the importance of staying grounded, listening attentively, and responsibly managing client wealth to achieve growth and protection. The discussion highlights essential traits like persistence and determination, encouraging listeners to persevere through industry barriers. As we wrap up, we celebrate the growing diversity and inclusion in finance, appreciating the increasing representation of women and Latinas in the industry. Whether you’re a seasoned veteran or just starting out, this episode offers a wealth of inspiration and insight to propel you forward in the dynamic world of finance.

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