Coming Summer 2018

Women control more than half the personal wealth in the United States and are expected to control more than $22 trillion by 2020 – but women are under-represented in the financial advice industry.BMO Wealth Institute, Financial Concerns of Women, 2015

We want to empower women like you to grow your businesses—and inspire others to follow in your footsteps. You Can Own It offers information for women at every stage of their career, from beginners to longtime firm owners who are looking to grow or even transition their practices.

Sometimes it can be hard to take the time to invest in yourself, so we’ve tried to make that easy for you by providing a podcast series exclusively for female financial advisors featuring industry leaders, success stories and lots of helpful ideas. The podcasts are short, and you can listen to them anywhere!

In addition to our podcasts, we provide articles, worksheets and short webinars that will give you actionable ideas in a manageable amount of time.

The best part – it’s all FREE!

Live Oak Bank has funded over $40 million to women advisors. If you're ready to own it, we're here to help.
path to women advisor firm ownership

We hope Own It is a place where you can…

women advisors

Be Inspired

By Other Women’s Stories

Learn

Practical steps to grow in your career

steps to grow your veterinary career
women advisors

Be Encouraged

To lead in your practice or community

This is your time to own it!
Join us for updates on new podcasts and resources.

Meet our Own It Team

  • Sarah Deasy
    Loan Officer

    Email Sarah | 910.796.1662

  • Maggie Wilson
    Loan Officer

    Email Maggie | 910.247.4089