High-net-worth women across the country need advisors right now. That's a fact. So why not join your peers among the growing population of female advisors to learn how you can tap into this demand by improving and expanding your business? Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
Their timing couldn't be better. A new study by Schwab Advisor Services finds that women represent 37% of high-net-worth investors in North America. But only 20% of these women use advisors. In total, 90% of these women are seeking holistic advice that goes beyond portfolio management. Yet the study, which looked beyond the Schwab population of advisors, found only half of firms have even a single female advisor.
Women who attend the Chicago conference will learn new strategies for leveraging social media - while remaining in compliance - to build their practices through LinkedIn, Twitter and Facebook. Other panelists will share their experiences, from missteps to triumphs, in building million-dollar businesses.
At the Women Advisors Forum in New York in April, for example, four multimillion-dollar women advisors - Lee DeLorenzo of United Asset Strategies; Carrie Gallaway, financial advisor at Morgan Stanley Smith Barney; Sacha Millstone, investment advisor representative at Raymond James; and Dorie Rosenband, managing partner of a firm called &Wealth Partners - detailed the mistakes they learned from and survived to become the successes they are today.
"No isn't no until you've heard it seven times," said DeLorenzo, sharing a principle she learned from her father, with whom she started out in the business.
The Women Advisors Forum is one of six thought-provoking events this year crafted exclusively for women in the advisory business - at one of the wirehouses, regional brokerages, private banking, bank brokerage divisions or independent firms. The forums offer a powerful and inspiring platform for the most influential and successful women in the profession to share content geared to your strengths and success.
Join the movement and become part of the elite crowd of women advisors throughout the country who have made the decision to become one of the best.
In addition to the forum at the InterContinental in Chicago, Women Advisors Forums are planned for Boston in October and Southern California in November. For more information, visit
