Whether you are looking to pivot into a career in finance or keep your skills sharp, there are endless educational resources at your disposal. For this conversation, we are joined by Jan Blakeley Holman, Director of Advisor Education at Thornburg Investment Management to discuss her work identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects and how you can continue your own education.
Diversity Reboot Summit
The Power Of Educational Programs in the Financial Industry with Jan Blakeley Holman, Director of Advisor Education, Thornburg Investment Management
This event has ended. You can watch the recording here.
Virtual
Meet The Speakers
Jan Blakeley Holman, CFP®, CIMA®, ChFC, CDFA, CFS, GFS®
Director of Advisor Education
Jan Blakeley Holman is director of advisor education at Thornburg Investment Management. She is responsible for identifying and creating advisor education programs that support financial advisors as they work with their clients and prospects. Jan has spent 44 years in the financial services industry. Over the course of her career, she’s served as a financial advisor, an advisor to financial advisors, and a financial services corporate executive.
Jan is a frequent presenter at broker/dealer and industry conferences where she discusses Women and Investing, Women in Transition, Longevity Planning, and Managing Legacy Wealth. She has also written numerous articles and contributed to several books on these and other financial-planning topics.
A strong believer in the importance of the financial advisor/investor relationship, throughout her career, Jan has demonstrated a passion for helping consumers understand the often off-putting language of financial services.
An avid skier, photographer, and novice silversmith, Jan’s career at Thornburg has enabled her to achieve her goal of living life “on purpose” by doing rewarding and meaningful work while enjoying the beautiful mountains of Santa Fe.
A mother of three and a grandmother of two, she lives with her two puppies: Dobby, a basset hound, and Tigger, a Great Dane.
Jan has a BA in political science from the University of Denver.
Nicole Felter (she/her/ella)
Associate Marketing Manager at PowerToFly
My name is Nicole Felter and I am a graduate from the State University of New York (SUNY) at Plattsburgh. I am originally from a very small town in New York State called Kerhonkson. Being from a small town with limited opportunities, I never imagined that I would have accomplished all that I have to this day. Being one of the only people in my family to pursuit a college degree has demonstrated the importance of positivity and perseverance.
Through the different organizations I have been a part of and the different things I have experienced in my college career I have gained multiple valuable skills. Speaking Spanish is the most important skill I learned while studying abroad and I am proud to say I am fluent. Event planning, team work, fundraising, marketing and work delegation are skills that have carried me through the execution of various successful philanthropy events. These skills have ultimately shaped me into a leader who embodies enthusiasm, optimism, fervor, drive and ambition.