Embracing the Opportunity of Flexibility with Lynn Daly

After being diagnosed with a life-threatening autoimmune disorder at the age of 13, Lynn Daly discovered the importance of embracing flexibility. 

As a female financial advisor, Lynn quickly learned that flexibility is essential to be more effective in your life and workplace.

In this episode, Adri talks to Lynn Daly, CLTC®, CDFA®, founder and owner of Daly & Associates at Focus Financial, about her experience as a female advisor in the financial industry and how her experience with a sudden illness shaped her path. 

Adri and Lynn discuss: 

  • Why Lynn shifted her career path from social work to financial advising 
  • Lynn’s experience with a sudden illness and how it directed her priorities in life 
  • Lynn’s current role at Focus Financial and her decision to focus on women
  • Why female financial advisors need to embrace flexibility in the industry 
  • And more

Related: Dear Female Advisors: Your Purpose Determines Your Paycheck