{"id":654793,"date":"2026-05-20T17:20:17","date_gmt":"2026-05-20T17:20:17","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/654793\/"},"modified":"2026-05-20T17:20:17","modified_gmt":"2026-05-20T17:20:17","slug":"the-healthy-advisor-terri-kallsen-on-leadership-and-endurance","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/654793\/","title":{"rendered":"The Healthy Advisor: Terri Kallsen on Leadership and Endurance"},"content":{"rendered":"

Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she\u2019s serving as chair of the CFP Board, a huge undertaking.<\/p>\n

Terri has done this all while raising three children, moving three times and being a mentor to many women and young professionals in the industry. The path was not always easy. Through it all, running has been a constant for Terri, and a form of therapy through stressful times. She has completed 21 marathons, 50 half-marathons and numerous triathlons, and she brings the same endurance, discipline and vision from the course to her approach in wealth management.<\/p>\n

Related:The Healthy Advisor: Viewing Cancer as an Opportunity, Not a Fight with RJ Moore<\/a><\/p>\n

In this episode of The Healthy Advisor, host Diana Britton interviews Terri Kallsen, managing partner and head of partnerships at Rise Growth Partners and chair of the CFP Board, about her journey through leadership, ethical crossroads, and personal resilience. Terri reflects on integrity, fiduciary duty and building a career aligned with her true north.<\/p>\n

\"terri-kallsen-family.jpeg\"<\/p>\n

Terri Kallsen with her family.<\/p>\n

She discusses:<\/p>\n

Balancing executive leadership, motherhood and earning the CFP through intense life transitions<\/p>\n

Choosing integrity over trends when fiduciary concerns conflicted with firm strategy<\/p>\n

Building a wealth management culture grounded in planning, ethics and client focus<\/p>\n

Using marathon training to develop discipline, resilience and long-term thinking<\/p>\n

Finding clarity by defining your true north during high-pressure career moments<\/p>\n

\"terri-kallsen-cfp.jpeg\"<\/p>\n

Terri fell to the floor crying with her kids when she learned she passed the CFP exam.<\/p>\n

Resources:<\/p>\n

Connect With Terri Kallsen:<\/p>\n

Connect with Wealth Management:<\/p>\n

About Our Guest:<\/p>\n

Terri Kallsen, CFP, is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms\u2014supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements.\u00a0<\/p>\n

Related:The Healthy Advisor: Turning Loss into Purpose with Jamie Hopkins<\/a><\/p>\n

Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management.\u00a0<\/p>\n

Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron\u2019s, MSNBC, CNN, and other leading outlets.\u00a0<\/p>\n

She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy:<\/p>\n

\u2013 San Francisco\u2019s Financial Woman of the Year in 2019<\/p>\n

\u2013 InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist<\/p>\n

\u2013 Named by Financial Planning as one of 20 People who will shape wealth management in 2025<\/p>\n

\u2013 InvestmentNews Top Financial Professionals in the US | Hot List 2025<\/p>\n

Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees.\u00a0<\/p>\n

Related:The Healthy Advisor: The Toll of Caregiving with Melissa Caro<\/a><\/p>\n

She earned a Bachelor of Science degree from College of Saint Benedict\/Saint John\u2019s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP certification in 2005 and is also a Certified Wealth Strategist. She received her Finance CFO Certificate at the University of Chicago Executive Education Program.<\/p>\n","protected":false},"excerpt":{"rendered":"Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure…\n","protected":false},"author":2,"featured_media":654794,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-654793","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/654793","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=654793"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/654793\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/654794"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=654793"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=654793"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=654793"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}