Are you a female advisor aspiring to reach your peak performance? If so, you have the chance to rub elbows with your peers from other independent firms, RIAs, private banks, bank brokerage divisions and major wirehouses at the next Women Advisors Forum on April 26 at New York's historic Metropolitan Club.
The opportunities couldn't be greater for women planners right now. Consider the following statistics presented by TD Ameritrade at a Women Advisors Forum last year: Only 20% of women investors have a financial advisor, but 70% would like to work with a female planner. These numbers are even more impressive, given that women possess at least half, if not more, of all private wealth in the country, and control 80% of all household purchases.
"This is a time when we women can make a great impact," Valerie Brown, CEO of Cetera Financial Group, told her peers at the Women Advisors Forum in Huntington Beach, Calif., last November. "I believe there's never been a brighter future for us."
The New York forum will include panels on boosting your sales IQ, the latest market trends and opportunities for your clients, and how social media and compliance issues are presenting challenges and opportunities. Four women with multimillion-dollar practices will talk about how they got there and the lessons they learned along the way. As always, there will be ample time for socializing and networking.
"Women advisors should attend because the conference is all about empowering female financial advisors," says Frances McMorris, the founder and host, and editor-in-chief of SourceMedia's OnWallStreet magazine.
If New York can't be in your travels this month, remember that Women Advisors Forums are set for May 22 at the Marriott Dallas City Center and June 12 at the InterContinental Chicago. Forums also are planned in October in Boston and in November in Southern California.
Go to womenadvisorforum.ning.com for more information.