Snapshots from the Women Advisors Forum New York
May 28, 2013 2:51 PM
Snapshots from the Women Advisors Forum New York
Roughly 200 female financial planners attended the Women Advisors Forum in New York City this month. Sessions covered topics ranging from practice management and acquisition strategies to the benefits of developing a niche and ways to bring more women planners into the industry. Here are some highlights from the event.
Snapshots from the Women Advisors Forum New York
Gender diversity on corporate boards is not only a matter of fairness, it is good for the company’s bottom line, says speaker Eve Ellis, an advisor with the Matterhorn Group at Morgan Stanley Wealth Management.
Snapshots from the Women Advisors Forum New York
Kerrie Debbs of Main Street Financial Solutions, left, and Anna Politi a student at Baruch College.
Snapshots from the Women Advisors Forum New York
There is an opportunity for women advisors: while only 30% of financial advisors are women, 70% of women would prefer to work with a woman advisor, says speaker Kim Dellarocca of Pershing.
Snapshots from the Women Advisors Forum New York
April Horace of Dynamic Wealth Advisor, Ronit Rogoszinski of Arch Financial Group and Jacqueline Nonnenmacher of Ameriprise Financial.
Snapshots from the Women Advisors Forum New York
From left: Maria Blessing and Pamela Wetherbee of Ameriprise Financial, Gina Mann of Freedom Financial Solutions, Geraldine Spinella of Raymond James Financial Services, Loretta Vitale and Nicole Spinelli of Raymond James, and Kathleen McQuiggan, a Raymond James Consultant.
Snapshots from the Women Advisors Forum New York
Nancy Kistner, chair of the CFP Board of Standards speaks to attendees about the value of the CFP certification and the board’s new goal to bring more women into the planning industry.
Snapshots from the Women Advisors Forum New York
Christine Gaze, Director of Practice Management for TD Ameritrade Institutional talks about the expectations and demands of the high-net-worth investor and how advisors can stand apart.
Snapshots from the Women Advisors Forum New York
Laurie Girsky, a principal of G Squared Advisory listens to a session.
Snapshots from the Women Advisors Forum New York
Audrey Schwartz of NY Life participates in a discussion during a session.
Snapshots from the Women Advisors Forum New York
Stacy Francis of Francis Financial talks to an attendee after her panel session on financial planning for non-traditional families.
Snapshots from the Women Advisors Forum New York
Practice acquisition is one strategy to for faster growth says speaker and Ameriprise advisor Geri Pell.
Snapshots from the Women Advisors Forum New York
Louise Frances of Godfrey Financial Associates, on left, and Bettie Jarvis of Guardian Life Insurance.
Snapshots from the Women Advisors Forum New York
Michelle Smith of Source Financial Advisors talks with recruiter Mindy Diamond about her experience going independent and narrowing in on a niche.
Snapshots from the Women Advisors Forum New York
From left: Pamela Weatherbee, Ameriprise Financial, Anthony Rizzuto, Pell Wealth Partners, Gina Mann, Freedom Financial Solutions, Maria Blessing, Ameriprise Financial
Snapshots from the Women Advisors Forum New York
Bona Sun, left and Kristine Marayag of Charles Schwab.
