Event Sponsors

Platinum Sponsors

:





Event Sponsors:


















Welcome!

How can the Women Advisors Forum Help You Reach Your Peak Performance?

If you're a woman with an investment advisory career - either in one of the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs - this is your opportunity to rub elbows with other high-ranking women advisors looking to reach their peak performance. You'll learn how to take your practice from successful to extraordinary.

Top 5 Takeaways that you can’t afford to miss:

Dodd- Frank and You: With so much regulation taking place through the last year, you must keep abreast of all the regulations that directly affect you and your business.
Don’t miss our Highly Rated and Highly Anticipated session: Social Media Strategies which will discuss research showing advisor success and increased revenues through use of Facebook, Twitter, LinkedIn.
Divorce is a time when women have the greatest need for independent financial advice and for the soft skills that a female advisor can bring to the relationship. Learn how to specialize your practice in financial planning for divorce and what certification is needed.
What happens when Mars and Venus are looking back at you from the client chair? Learn the skills needed to communicate effectively with men and couples. Gain the comfort needed to navigate through the complex dynamic of clientele driven by different needs in their financial advice.


Earn CE Credits!

IMCA has approved the
Women Advisors Forum NYC
Conference Agenda for
Eight CE hours
(toward CIMA®/CIMC®/CPWA® designations)

Two CFP CE hours are eligible for
approval by the CFP Board
(CFP does not include practice
management sessions)