Female financial planners heard several smart ways to expand their practices, develop specialties and better help each other and their clients at SourceMedia's Women Advisors Forum in San Francisco.
More than 150 attendees crowded the room to learn, network and collaborate; they also got a healthy dose of inspiration from the event's speakers and panelists.
The female financial advisor has changed this business from a transactional business to a relationship business, Advisor Group CEO Erica McGinnis reminded the audience during the opening keynote presentation.
Here are a few of the smartest things we heard at the event. -- Scott Wenger & Rachel Elson
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.Photos by Vivian Sachs Photography.