Fewer than a quarter of all financial advisors are women. If you are one of them - or simply want to network with top female advisors from independent firms, RIAs, major wirehouses, regional brokerages, private banks and bank brokerage divisions - come hone your skills and mingle with your high-powered peers.
The first of four Women Advisors Forums this year will be held May 15 at the Metropolitan Club in New York. Each of the daylong forums is tailored to women advisors to help them capitalize on the remarkable opportunities that exist within the profession.
As the amount of private wealth grows rapidly from $220 trillion worldwide to more than $330 trillion in the next five years, according to a study by Credit Suisse, much of that wealth will be in the hands of women investors. Women accounted for more than half of all workers in high-paying management, professional and related occupations, according to a recent U.S. Labor Department report - but, according to many studies, they are poorly served.
Come to the Women Advisors Forum to learn how to attract more women clients and hear how the most successful female advisors have built their businesses to scale.
Among the featured speakers will be Michelle Smith, a certified divorce financial analyst and CEO of Source Financial Advisors, and Mindy Diamond, one of the nation's top recruiters of advisors and founder of Diamond Consultants. Cynthia Stephens, vice president of marketing for data aggregator ByAllAccounts, will instruct advisors on creating marketing videos using the candid and affordable strategies that are most effective right now.
Join other successful women advisors and financial planners and get started on the path to making 2013 your year to grow.
Visit womenadvisorforum.ning.com to join the Women Advisors Forum community and for more details on the New York event and other 2013 forums, which are planned in Dallas on May 30, Chicago on Oct. 29 and Newport Beach, Calif., on Nov. 14.