Sheryl Sandberg's Lean In was a popular talking point at the Women Advisors Forum in New York, where roughly 200 female financial planners listened and discussed how to become better at their jobs and level the gender playing field. Only 23% of all CFPs are women, said CFP Board Chairwoman Nancy Kistner, who announced a new program to try to increase that number.

The women at the SourceMedia forum, held in May, were ready for that disparity to change. (The conversation is sure to continue at the forums set for Oct. 29 in Chicago and Nov. 14 in Newport Beach, Calif.) Among the key points made during the New York presentations and discussions:

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