Successful female advisors from around the country will network and build skills at two separate Women Advisors Forums this month. The first is set for May 15 at the Metropolitan Club in New York; the second is planned May 30 at the Westin Galleria in Dallas.
Both of the daylong events are tailored to women advisors to help them capitalize on the remarkable opportunities that exist within the profession. Panels and speakers offer ways to leverage experience to expand a practice, recruit more female advisors and attract more female clients. The events also offer opportunities for advisors to earn CE credits.
In New York, attendees will hear from Michelle Smith, CEO of Source Financial Advisors, speak in depth about her decision to go independent and the challenges she has faced along the way. Geri Pell, president of Pell Wealth Partners, will explain the value of acquiring another practice in order to grow.
Other sessions will address digital marketing and technology use, recruiting challenges and planning issues specific to nontraditional families.
In Dallas, Joy Kirsch of Kirsch & Associates will discuss how to advise female clients through critical transitions, such as divorce and widowhood; and Texas Tech educator (and Financial Planning columnist) Deena Katz will help advisors use behavioral finance concepts to frame client conversations. In other sessions, advisors will get guidance on succession planning strategies and charitable giving plans.
To join the Women Advisors Forum's online community, visit womenadvisorforum.ning.com. You'll also find details on all four 2013 forums, including events in October in Chicago and in November in Newport Beach, Calif.