Danielle Converse - Northwestern Mutual

08/26/2024

Back from leave! 💕

I'm so excited to share that I am transitioning back to work and will begin taking client meetings again starting the week of September 9th. We anticipate our calendar to fill up quickly, so please reach out if you're wanting to get on the schedule!

Thank you to everyone who has sent us words of support and encouragement since Sloane's unexpected and sudden arrival. She is doing great and thriving! Thank you also for your patience and flexibility during my time away. I can't wait to catch up!

12/25/2023

Merry Christmas to all who celebrate from your favorite financial planning team! 🎄

We hope the holidays treat you well and are filled with love, family, and many blessings for the New Year. ✨

09/25/2023

That's a wrap on the 2023 Women's Affinity Summit! 🥳 Last week women from around the country gathered together to grow, be inspired, and build relationships. We had fantastic keynote speakers and heard many powerful stories.

A highlight for me was getting to speak on integrated financial planning alongside two women I admire immensely and have learned so much from over the last two years. We've been getting a ton of great feedback from our attendees, and I hope our session helps launch them to the next level with growing their investment practices. 📈

Cheers to fierce women! 🥂

09/15/2023

So excited to present at the Women's Affinity Summit (for the second time!!) next week in Milwaukee! WAS is one of my favorite events and I can't wait to share some amazing content with women from across the country!

08/02/2023

If you know me, you know I’m not afraid to be silly - especially when it’s for a good cause! 🍋

For every post of someone balancing a lemon on their head, Northwestern Mutual will donate $10 to Alex’s Lemonade Stand Foundation—our partner dedicated to fighting childhood cancer. Just use these tags with your post: .

*Bonus photo from our Lemonade Stand fundraiser earlier this summer where I dressed up as a lemon.

07/31/2023

I had the privilege to help lead a toast at the Women Connect event during Annual Meeting last week (which you can see I really enjoyed doing!) and got to share some pretty eye-opening stats:

💰 90% of women will eventually take over managing their family’s wealth.
💰 40% of women out earn their spouses.
💰 70% of women prefer working with another female advisor.

There’s unmatched opportunity being a woman in this industry. And we’ve only just gotten started making waves! Cheers to all the women who have inspired and supported me. I hope to have the same impact on other young women that you've had on me. 🥂

07/28/2023

07/27/2023

Northwestern Mutual hosted one heck of a Pride mixer at Annual Meeting! This event is open to members and allies of the Pride community and was a great way to connect with folks from around the country. 🏳️‍🌈

06/20/2023

It's been an incredible 8 years with Northwestern Mutual. In honor of my work anniversary, I wanted to share 8 things I've learned since becoming a financial advisor:

1. You can never start saving too early.
2. Saving something smaller sooner trumps larger later.
3. Down markets are a matter of WHEN, not IF.
4. ^ Having a plan for the “when” is crucial.
5. Risk management is the foundation to a strong financial plan.
6. Being a great advisor means being a lifelong student.
7. Emotion is a powerful player in financial choices and can lead us astray when not well-managed.
8. At the end of the day, our habits win. Make sure you’ve built good ones!

Cheers! 🥂

06/08/2023

We're putting the *squeeze* on pediatric cancer!

Our agency raised money this week to support Alex's Lemonade Stand Foundation. We raised over $700, which funds 1 day + 4 hours of research.

Thank you to all the volunteers and everyone who donated!