The Women Adviser Summits will be held May 6 in Chicago, July 14 in Washington and Nov. 5 in San Francisco.
InvestmentNews is hosting a three-event conference series aimed at helping female financial advisers increase their business and continue their professional development.
The Women Adviser Summits will be held May 6 in Chicago, July 14 in Washington and Nov. 5 in San Francisco.
The cost to attend is $349, but early-bird discounts are available.
Each event will cover topics related to how an adviser can improve her practice. They will include having a more profitable business, understanding the impact of personality on professional relationships, using technology and apps to work more effectively, and building a brand with social media.
The conferences also will address how advisers can better work with two key types of female clients: those facing complex financial decisions because they are going through major life changes and those who are the breadwinners in their household.
“The purpose of the Women Adviser Summits is to provide a forum to educate and build a community of female advisers,” said Suzanne Siracuse, publisher of InvestmentNews. “Women want to network with one another and learn from one another. That's why having these female-friendly events is so powerful.”
Each event also will include a session titled, “Where are the women?” It will focus on how firms can attract more next-generation female advisers and assist them in achieving success.
The goal is to have practical steps advisers can take in their own practices to encourage and support women in the industry, Ms. Siracuse said.
The Women Adviser Summits are the latest in a series of initiatives aimed at helping boost the ranks of female advisers and ensuring their continuing achievement.