Nicole Spinelli Director of the Network for Women Advisors, RAYMOND JAMES
Ginger Snyder CFP®, AEP, Senior Vice President, Investments, RAYMOND JAMES

Female advisors are much more likely than male advisors to report that they're less comfortable advising the opposite sex; those most successful at it report that they employ subtle differences in strategy when advising men, women and couples. This session will offer a new mindset when it comes to navigating the complex dynamics of advising men and couples.

According to the top mother/daughter Craane team of Merrill Lynch's Craane Group, an advisor will face at least three to four major crises over the span of his or her career. Hear advice on best ways to manage those inevitable turning points. One solution: Reinvent yourself every time.

• Stay relevant by keeping up with changes in global economic fluctuations
• Motivate yourself with optimism
• Stay current by offering new services
• Utilize social media to get the word out about the value your practice offers

Valery Craane CRPC, Managing Director, CRAANE GROUP GLOBAL WEALTH MANAGEMENT OF MERRILL LYNCH
Janine Lee Managing Director, CRAANE GROUP GLOBAL WEALTH MANAGEMENT OF MERRILL LYNCH

Frank Murtha Ph.D., Clinical Pscychologies, MARKETPSYCH LLC
Author of: Market Psych: How to Manage Fear and Build Your Investor Identity

With the volatile market activity of the past several years, behavioral finance is of growing interest and relevance to advisors. Since 2001, the behavioral finance consulting firm MarketPsych.com has been collecting and analyzing data on Investor Personality. This presentation, by MarketPsych.com co-founder, Frank Murtha, Ph.D., will explore gender differences in investor personalities, the implications for advisors in terms of portfolio construction and relationship management, as well as practical recommendations on how advisors can work with challenging investor personality types.

Fran McMorris, Editor-in-Chief, On Wall Street, Conference Chair

Kim Michel CEO, MICHEL FINANCIAL GROUP, A MEMBER OF THE MASSMUTUAL FINANCIAL GROUP

Moderator: Frances McMorris Editor-in-Chief, ON WALL STREET

Panelist: Michelle R. Alberda CFP®, CLU® Senior Financial Advisor, AMERIPRISE FINANCIAL

Panelist: Nadia Allaudin, CIMA® Resident Director, SVP and Financial Advisor, MERRILL LYNCH

Panelist: Denise Villanueva Managing Director, AMERICAN FINANCIAL NETWORK

Panelist: Cheryl Young CFP®, ChFC® Financial Advisor, RJFS, RAYMOND JAMES FINANCIAL SERVICES, INC. & CEO OF YOUNG & ASSOCIATES

• The Do's and Don'ts of attracting affluent clients
• Bringing the Art of the Deal to Top-Notch Levels
• Cultivating New Associations in the Pipeline Process
• Building Your Star Performer Image
• Success Strategies

Kathleen Burns Kingsbury Wealth Psychology Expert, PRINCIPAL, KBK WEALTH CONNECTION

Talking openly and honestly about money, wealth and emotions is the key to good client communication and retention.   Before an advisor can teach these skills to her clients, she needs to learn to master her money mindset first. In this interactive and fun workshop, you will learn how to identify your attitudes about money and wealth, how to start letting go of unwanted money beliefs that secretly sabotage your success, and how to add wealth psychology techniques to your client toolbox.

• Gain an understanding of wealth psychology and how it impacts your client relationships and income
• Simple techniques for changing money beliefs that stand in the way of your career aspirations
• Put the skills learned in this workshop into action at the office tomorrow

Jodi L. Perry Regional Director & Vice President, RAYMOND JAMES FINANCIAL SERVICES

Julianne Wasserman Vice President & Senior Financial Advisor Recruiter, MICHAEL WASSERMAN & ASSOCIATES

* Understanding the current financial industry work environment * Compensation and transition Packages being offered * Competitive intelligence on matching an advisor to a particular firm * Achieving “back end” bonus incentives that reward raised asset levels in the wirehouse world and how to assess the long term benefits of independence

Moderator: Frances McMorris Editor-in-Chief, ON WALL STREET

Panelist: Julia Gordon Relationship Manager, SCHWAB CHARITABLE™

Panelist: Annie Hildreth Vice President, FIDELITY® CHARITABLE GIFT FUND

Panelist: Ellen Sloan Senior Philanthropic Advisor, Philanthropic Management, BANK OF AMERICA MERRILL LYNCH & BOARD MEMBER OF WOMEN’S FOUNDATION OF CALIFORNIA- LOS ANGELES

• Advisory expertise needed to facilitate the intergenerational wealth transfer expected over next 40 years
• Women now control more than half of the private wealth in the U.S. and donate more of their wealth than men do- learn how you can meet this growing need
• Find out why organizations such as the Women Moving Millions Campaign are experiencing exponential growth

Clara Sierra EVP, Director of Strategic Alliances, SENTINEL INVESTMENTS

Ask any well-seasoned advisor about who they’ve mentored throughout their career and you’ll find a plethora of success stories. Statistics show that professionals who’ve used a mentor, earn up to $20,000 more every year in salary. But what if you’re the one giving the advice? What’s in it for you and why should you care? Discover how mentoring can be mutually beneficial and can boost one’s career.

• Study reveals that women who have been involved with a mentoring relationship, have reported an increase of almost 94% in their professional productivity.
• 77% of US companies report that mentoring programs were effective in increasing employee retention.
• For women in particular, mentoring is one of the most effective ways of enhancing their advancement.  Almost no one makes it to the top without a mentor of some sort.