Women planners are changing the face of the financial services industry. If you're a woman with an investment advisory career - either as an independent, or at one of the major wirehouses, regional brokerages or private banks -SourceMedia's Women Advisors Forum set for Oct.30 in Boston will be your opportunity to learn from and rub elbows with other high-ranking women advisors.
The planning profession is tailor-made for women, Kelly Rigas, a first vice president in the private client group of RBC Wealth Management, told attendees at the Women Advisors Forum in Dallas in May. "Our natural inclinations are so good and so well suited for this business. There is no better time to build a business than now."
Rigas shared the stage in Dallas with three other women on the Million-Dollar Women panel to discuss strategies they use for building practices with growing AUM. Attendees in Boston will learn about the best practices of another panel of highly accomplished women. Other speakers in Boston will share strategies for building sales IQ and taking advantage of social media. As always, attendees will have the opportunity to network with elite women planners.
To join the Women Advisors Forum community and for more details on the event set for the Hyatt Regency in Boston, as well as the forum set for Nov. 15 in Newport Beach, Calif., visit womenadvisorforum.ning.com.