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
From start to finish, the Women Advisors Forum is the place for women in the advisory business to gather cutting-edge, valuable insights on how to take their practice to the next level and network with an elite group of senior level financial planners.
With outstanding experts, dynamic speakers and top producers, these forums are at the forefront of the advisory industry. Topics on this years agenda are sure to include:
The threat, or opportunity, presented by robo tools, and how to use them to your advantage
Generational Relationsdealing with retiring Boomers and their Millennial offspring
Marketing and PR techniques that help your practice stand out
Finding and striking a fair work/life balance
How to build a network of powerful professionals to help expand your influence and grow your practice
Who You'll Meet
The Forum audience consists of RIAs, Independent Advisors, as well as Wirehouse and Bank Advisors. Here is an overview of the audience from recent Forums.