Discover Books Written by Our MembersOur community is filled with thought leaders, innovators, and experts who are shaping the future of our field. Explore a curated collection of books authored by our very own members - each one a testament to the depth of knowledge and passion within WIFS. Browse the collection, support your colleagues, and expand your own horizons. Click the book titles to purchase your copy. Have you published a book? Let us know - we’d love to feature your work! Women Matter: The Why an How of Gender Diversity in Financial Services - Daralee Barbera, Los Angeles Chapter & Thomasina Skipper, Atlanta Chapter"Women Matter Can Revolutionize Your Firm or Practice In any business, your sales team should mirror your marketplace. That means half of your workforce should be female. But in the financial services industry, only 25.7 percent of financial advisors are women, despite the fact that 70 percent of women seeking advisors say they would prefer to work with a woman. Most firms and agencies are missing significant opportunities to serve female clients and increase revenue. Simply by hiring more female advisors, you could improve your bottom line exponentially. In Women Matter, three women who rose to the top of the insurance and financial services industry share their insight about the why and the how of gender diversity: why gender diversity is critical to the bottom line, why the industry is lagging behind, and how field leaders can recruit and support qualified women. The authors share practical strategies for making gender diversity a part of your culture, making everyday language inclusive, and finding women with the potential to excel as financial advisors, then supporting them once they are on board and developing them for management positions. The authors describe potential “potholes” to avoid in your journey toward your vision of gender diversity based on their real-world, hands-on experience, along with easy-to-implement strategies for overcoming them. Women Matter also includes the keen insights of additional female industry leaders the authors interviewed.
Breaking Up With Your Broker-Dealer: A Clear Path to Independence for Financial Advisors - Alanah Phillips, NorCal Chapter"Are you ready to break free—but unsure how to begin? If you’re a financial advisor feeling restricted, undervalued, or out of alignment with your broker-dealer, you’re not alone—and you’re not stuck. Breaking Up with Your Broker-Dealer is your practical, no-nonsense guide to recognizing when it’s time to move on, navigating the transition with clarity, and building a business that finally feels like yours. Author and advisor consultant Alanah Phillips walks you through the emotional, strategic, and financial realities of leaving your firm, exploring your options, and stepping into independence with confidence. You’ll learn:
Whether you're just starting to question your fit or you're ready to break up, this book will help you make the leap with eyes wide open and the roadmap in hand. You deliver clarity and confidence to your clients. You deserve the same in your own career."
20 Questions: What You Don’t Know Matters - Karen Roberts, Gold Coast Chapter"You and I are about to break some rules." Thatcher Ulrich said, "Well-behaved women seldom make history." If the world had its way, women would play nicely and get along. Really? What would your life look like if you took control of it? Is there anything you would do differently? Can you even imagine what it is you would be capable of if you broke some rules?" Beyond The Broker: Navigating Financial Advisory Independence - Kari Ellis, Northern California ChapterIn today's ever-evolving financial advisory landscape, the pursuit of independence is more than just a career move—it's a defining step toward true freedom in serving clients. Beyond the Broker serves as the ultimate guide for advisors considering a transition to independence, offering expert insights and real-world advice from industry leaders who’ve successfully made the leap. Featuring contributions from top professionals Kari Ellis, Susan Danzig, and Cameo Roberson; Beyond the Broker demystifies the process of going independent. Choose To Be Your Own Champion: The Six Step Playbook To Become Your Best Self - Dorice Horenstein, Portland-Metro ChapterChoose to Be Your Own Champion shows that life isn’t shaped by circumstances—it’s shaped by the choices we make every day. Each decision creates the person we become, which is why intentional choices are essential for growth, leadership, and resilience. Through the CHOOSE framework—Clarity, Honor, Openness, Oneness, Strategy, and Enactment—this book offers a roadmap for turning everyday decisions into purposeful action. Blending storytelling, Positive Intelligence® insights, and practical exercises, it empowers you to strengthen your mindset, build resilience, and live with greater joy and intention. Prepara tu Mochila Financiera: 7 suministros para prevenir huracanes financieros, hacerle frente a los terremotos en tu cartera y alcanzar una vida próspera (Spanish Edition) - Yazmin Irizarry Cruz, Virtual Chapter (Member at Large)Take the IF out of Life, Learn to Live - Shane Westhoelter, Northern California ChapterWritten for advisors to use with clients to help client understand how to build a financial plan that provides dignity when it matters most by taking the IF out of life. What if I live? Will i have the wealth I need to do what I want, when I want, how I want? What if I Linger? Become sick hurt or disabled. Will I have the wealth or protection I need to get the care I need from whom I want when it matters most? What if I leave? Death and Divorce will my assets transfer as I desire to whom I desire? What is my Legacy? We all leave one by default or by design, how do you want to leave yours? Book is free for anyone who ask for the book through the Gateway Financial Advisor website The Biohacking Entrepreneur: 12+ Biohackers Share Their Insights on Optimizing Health, Wellness, Business and Life - Kate Beck, Portland-Metro ChapterA practical anthology for founders and professionals on using evidence-informed habits to boost energy, performance, and longevity without burnout. It blends real stories with actionable protocols; my contribution is Chapter 4, “Failing Forward,” on turning setbacks into systems and sustainable wins. The Wealth Recipe: A Culinary Guide to Financial Power - Shelley Nadel, Houston ChapterThe Wealth Recipe: A Culinary Guide to Financial Power serves up expert money strategies with a flavorful twist—making complex decisions as simple as cooking dinner. Shelley Nadel, CFP®, mixes practical guidance with tasty food analogies, turning topics like debt, investing, and retirement into easy-to-digest lessons. With clarity and wit, this book equips readers to prepare and enjoy a lasting financial feast.
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