Snapshots from the Women Advisors Forum New York
Roughly 200 female financial planners attended the Women Advisors Forum in New York City this month. Sessions covered topics ranging from practice management and acquisition strategies to the benefits of developing a niche and ways to bring more women planners into the industry. Here are some highlights from the event.
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Gender diversity on corporate boards is not only a matter of fairness, it is good for the company’s bottom line, says speaker Eve Ellis, an advisor with the Matterhorn Group at Morgan Stanley Wealth Management.
Kerrie Debbs of Main Street Financial Solutions, left, and Anna Politi a student at Baruch College.
There is an opportunity for women advisors: while only 30% of financial advisors are women, 70% of women would prefer to work with a woman advisor, says speaker Kim Dellarocca of Pershing.
April Horace of Dynamic Wealth Advisor, Ronit Rogoszinski of Arch Financial Group and Jacqueline Nonnenmacher of Ameriprise Financial.
From left: Maria Blessing and Pamela Wetherbee of Ameriprise Financial, Gina Mann of Freedom Financial Solutions, Geraldine Spinella of Raymond James Financial Services, Loretta Vitale and Nicole Spinelli of Raymond James, and Kathleen McQuiggan, a Raymond James Consultant.
Nancy Kistner, chair of the CFP Board of Standards speaks to attendees about the value of the CFP certification and the board’s new goal to bring more women into the planning industry.
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Christine Gaze, Director of Practice Management for TD Ameritrade Institutional talks about the expectations and demands of the high-net-worth investor and how advisors can stand apart.
Laurie Girsky, a principal of G Squared Advisory listens to a session.
Audrey Schwartz of NY Life participates in a discussion during a session.
Stacy Francis of Francis Financial talks to an attendee after her panel session on financial planning for non-traditional families.
Practice acquisition is one strategy to for faster growth says speaker and Ameriprise advisor Geri Pell.
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Louise Frances of Godfrey Financial Associates, on left, and Bettie Jarvis of Guardian Life Insurance.
Michelle Smith of Source Financial Advisors talks with recruiter Mindy Diamond about her experience going independent and narrowing in on a niche.
From left: Pamela Weatherbee, Ameriprise Financial, Anthony Rizzuto, Pell Wealth Partners, Gina Mann, Freedom Financial Solutions, Maria Blessing, Ameriprise Financial
Bona Sun, left and Kristine Marayag of Charles Schwab.
Next Up: Women Advisors Forum Dallas