This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
During this working lunch, attendees will be assigned to tables that match an issue or topic they’d like the opportunity to collaborate on and discuss with other advisors. The goal of this time will be to take away one to two ideas that can be implemented and acted upon to improve practice management and/or client satisfaction.
Finding and striking a fair work/life balance
Client appreciation events and activities to thank your existing book and grow your business
Employee Acquisition and Practice Growth
Building a community network of peripheral professionals to expand your business