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Registration Information
Women Advisors Forum Dallas is one of six unique and thought-provoking events crafted exclusively for women in the advisory business, either in one of the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs. The forum provides a platform that is both empowering and inspiring by bringing the most influential and successful women in the profession and content that is geared to your city, your strengths, your success.
Join the movement today and become part of the elite crowd of women advisors throughout the country that have made the decision to become the best.
| Advisors | |
| All Others (non-Advisors) |
Register online, or call Ingrid Olsen at (212) 803-8456.
Top 4 Takeaways
Check out the Top 4 Takeaways that you can’t afford to miss:
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Social Media and Compliance for the Advanced Beginner. Many financial and investment advisors have dabbled in social media, but when it comes to widespread implementation in their practices—whether through Facebook, Twitter or LinkedIn—remain hesitant to expand their use due to questions of FINRA compliance or they simply don’t see the results they expected. With Amy McIlwain, the social media strategist who founded Financial Social Media, learn how to get the most out of the social media toolbox while still staying FINRA compliant. |
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Demystifying Decumulation. Your clients needs are changing. Switching from accumulation to decumulation, you must equip yourself with techniques and investment strategies that will be crucial in helping your clients meet their financial goals. |
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The Multi-Million Dollar Woman. This panel will feature four women with multi-million dollar practices talking about how they got there and lessons learned. This is your chance to hear directly from the industry’s rain-making role models. |
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What’s Your Sales IQ? Get the best interactive training session and learn with your peers on how to increase your Sales IQ exponentially. |
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