Snapshots from the Women Advisors Forum Dallas
Kelli Cruz of Pepin Consulting, far left, moderated a discussion on succession planning. Panelists from left: Natalie Briaud Pine and Janet Briaud of Briaud Financial Advisors, Debra Brennan Tagg of Brennnan Financial Advisors and Marie Moore of The Moore Group at Morgan Stanley.
Succession planning panelists and mother-daughter team: Janet Briaud, left, and Natalie Briaud Pine of Briaud Financial Advisors.
Deena Katz, a Financial Planning columnist, associate professor of personal financial planning at Texas Tech University and chairwoman of Evensky & Katz, talks about behavioral finance and the role of "mental shortcuts" in financial decision making.
Read More: Managing Client Expectations
Cindy Scott of 1st Global Research & Consulting takes notes during a session.
Corryn Lee of New York Life, left, and Hannah Moore of Guiding Wealth Management.
Joy Kirsch of Kirsch and Associates shares strategies for advisors working with women clients going through difficult transitions like widowhood and divorce.
Read More: Be a Better Advisor to Women in Transition
Louisa Nemati of Weaver Wealth Management listens during a session.
Bellann Morales Hyten of Camino Financial Management contributes to the discussion during a working lunch.
From left: Erin Beckstrand of Fidelity Financial Advisor Solutions, Elyse Smith of TD Ameritrade and Amy White of Steffes Financial.
From left: Jess Marsilla, Sarah Radney and Janet Kalberer of Fidelity Financial Advisor Solutions.
Attendees Hannah Moore of Guiding Wealth Management, left, and Ellen Derrick of LearnVest listen during a session.
Kristin North, a strategic relationship manager for TD Ameritrade Institutional talks about how to turn clients into advocates for your firm.
Read More: Managing Complaining Clients
Kristie Leatherberry of Charles Schwab listens with other attendees.
Katie Brewer of LearnVest, left, and Sarah Salinas Hickman of UBS Financial Services.
Karla D’Alleva Valas, the managing director of the Complex Asset Group for Fidelity Charitable, discusses strategies for philanthropic giving.
Read More: More Giving with Complex Assets
Laura Hoff of IPI Wealth Management takes notes during a session.
Kelli Cruz, left, and Jennifer Specter of Pepin Consulting.
From left: Stepanie Giger, Fidelity Financial Advisor Solutions, Virginia Paneda of Richard P Slaughter Associates and Chelsea Shrader and Katie Compton of Duncan-Williams.
CFP Board consumer advocate Eleanor Blayney shares statistics on women CFP certificants and talks about new measures to bring more women advisors into the industry.
Marcy Johnson of USAA participates in a session.
From left: Jess Marsilla and Robyn Gardner of Fidelity Financial Advisor Solutions; Darsey Locke of Fidelity Investments Institutional Services; Erin Beckstrand and Sarah Radney of Fidelity Financial Advisor Solutions.
Kelly Rigas, left, and Hillary Higgins of KR Wealth Management talk about what it’s like to have an independent practice after starting as a wirehouse advisor.
From left: Ellen Derrick of LearnVest, Hillary Higgins and Kelly Rigas of KR Wealth Management Group and Kimberely Holcomb of Holcomb Wealth Management.
Kimberely Holcomb of Holcomb Wealth Management and Heidi Scmidt of USAA talk during a break.
Amy White of Steffes Financial, left, and Katherine Marshall of TD Ameritrade Institutional.
From left: Mary Stork, Marcy Johnson and Heidi Schmidt of USAA.
Women advisors descended on Dallas for the recent Women Advisors Forum. The day of educational sessions, discussion and networking opportunities featured an array of topics from how to use complex assets for charitable giving to succession planning and what it’s like to start your own business after starting out at a wirehouse.