Encourage women to speak out more so they can take their place as confident leaders in the industry. Create equal pay and promotion structures, for example, create time off options for children. Allow more flexibility in work schedules. Educate girls to be female leaders. Add confidence-training to school programs. Teach girls they can be whoever they want to be.
As a part of my series about strong female finance leaders, I had the pleasure of interviewing Angela Bradford is a Senior Marketing Director with World Financial Group. She loves helping entrepreneurs become successful. Before starting her brokerage — from the ground up — Angela had an extraordinary range of careers. She trained horses on several continents and also worked in transportation, driving truck throughout North America. These experiences led to the realization that everyday North Americans, whom she met all the time, often lacked the education and knowledge to enjoy financially worry free lives. Determined to take action, Angela started with World Financial Group. Today, just over 3 years later, she is running offices in two cities, with plans of national expansion as she is very passionate about growing her business to help more people.
Thank you so much for doing this with us! Can you tell us the “backstory” about what brought you to the Banking/Finance field?
I was in a very blue collar industry driving truck across North America and I really enjoyed it. Then things slowed down. My options were going back to school for a different career, or applying for an opening into the financial field. I choose the second option in order to learn hands on.
Can you share with our readers the most interesting or amusing story that occurred to you in your career so far?
Since my last career was trucking, I had many trucker friends who were interested in the financial help I was able to provide. I recall, near the start of my business, meeting a friend at a truck stop and doing paper work on the hood of his 18 wheeler, while trying to keep it all from flying away!
It’s fun to do business in all kinds of different environments and places!
Are you working on any exciting new projects now? How do you think that will help people?
I am now working on expanding into the United States now as well as into other provinces in Canada. For me, this expansion program is very exciting because we will help so many more people!
What do you think makes your company stand out? Can you share a story?
My company stands out for a few reasons. First of all, World Financial Group is a broker. This means we are able to help people by hand picking products from 100s of different financial companies.
Second, we have the ability to build an agency, through which we can help even more families. Having an agency that we can grow, allows us to train suitable applicants from other jobs into the financial services industry. The fact that we have a world class training system, has resulted in many highly successful brokers.
Wall Street and Finance used to be an “all white boys club”. This has changed a lot recently. In your opinion, what caused this change?
I believe there has been a change because leaders have recognized that women and people from different ethnic groups are able to connect differently and more effectively with multiple groups of people. Through this change, they are able to bring more help in finances to the entire North American market.
Of course, despite the progress, we still have a lot more work to do to achieve parity. According to this report in CNBC, less than 17 percent of senior positions in investment banks are held by women. In your opinion or experience, what 3 things can be done by a)individuals b)companies and /or c) society to support this movement going forward?
a) Encourage women to speak out more so they can take their place as confident leaders in the industry.
b) Create equal pay and promotion structures, for example, create time off options for children. Allow more flexibility in work schedules.
c) Educate girls to be female leaders. Add confidence-training to school programs. Teach girls they can be whoever they want to be.
You are a “finance insider”. If you had to advise your adult child about 5 non intuitive things one should do to become more financially literate, what would you say? Can you please give a story or example for each.
1) Buy only what is needed and save the rest.
When I look at clothes and other things, I analyze if the article is really, really needed and when it’s not I walk away. From this small act I have literally saved thousands of dollars.
2) Make sure you can afford the lawyer fees and extra costs when buying a home.
I put over 60% down when I bought my place; the result has been that although there have been extra costs, I am not hurting financially and it has never affected my daily living style and habits.
3) Make sure to know the facts about mortgage insurance.
When I bought my condo I was offered mortgage insurance. I accepted. Then I realized it is a product that was not as good as i thought it was. Happily, I was able to replace it for almost triple the coverage for about the same monthly premium.
4) Being a business owner saves you in taxes.
Lots of the people I sit with are employees and I see thousands of dollars going to taxes that could be saved if the person was a entrepreneur. I actually like paying taxes for all the wonderful freedoms we have in North America: however, more money in the families’ pocket is a great thing!
5) Proper protection is needed.
Honestly I thought insurance wasn’t necessary for most people. Then I realized how important it is. Go Fund Me is not the best coverage for our family’s protection, nor is it what most people really want to have to rely on. Insurance is a privilege not a right.
None of us are able to achieve success without some help along the way. Is there a particular person who you are grateful towards who helped get you to where you are? Can you share a story about that?
This is so true. I would never be where I am today without the leadership and coaching of so many people in my life. One particular person that stands out is Gregg Strynadka. He is such a rare person, and I have never met anyone who doesn’t like him. I just try to copy how he is in running his business and also how he treats and grows his agency.
I had a moment where I had taken a big step forward in my business and Gregg sat down with me and explained the importance of leadership. He showed me how much I needed to show care for my team and he also gave me ideas on how to build them up. I took that information to heart and put it into instant practice. The results have been amazing!
Can you please give us your favorite “Life Lesson Quote”? Can you share how that was relevant to you in your life?
“Courage is being scared to death and saddling up anyway”. I have used this thought process to grow and become my best self. I used to train horses in various countries and I had to get on a lot of times when I was terrified. I have moved that into my present life and experiences now.
Without courage, nothing great will happen.
You are a person of great influence. If you could inspire a movement that would bring the most amount of good to the greatest amount of people, what would that be? You never know what your idea can trigger. 🙂
I would love to be part of inspiring an entrepreneurial movement. Empowering girls and women to become their very best selves and build a legacy for our present and future generations. Girls grow into women and I want them to know they can do ANYTHING they decide to do. I want people to know that they can be and do ANYTHING they want. They can reach for the moon and if they land in the stars this world and their lives will be impacted forever!
This excites me!
Thank you for joining us!