Susan Kay will again be a featured speaker at the first InvestmentNews Women Adviser Summit this year, although her exceptionally actionable advice in 2020 will have a distinct focus on how to reach out to the next generation and connect.
After identifying generational reach as one of the greatest risks to an adviser’s business, Ms. Kay, director of business development at MFS Fund Distributors, interviewed some of the most successful advisers in the U.S. about how they retain assets when clients age or pass away.
At the Women Adviser Summit in Huntington Beach, Calif. on March 18, Ms. Kay will share the proven approaches that these advisers have used to create generational reach.
Young women in financial advice who are still looking for special mentors and partners to help gain the confidence and knowledge needed to grow should consider joining the InvestmentNews Emerging Leaders program, that is part of our Women Adviser Summit series. As an Emerging Leader, you’ll be included in specialized networking events, and be introduced to seasoned mentors. You also can use code EMLEADER for a special Emerging Leader discount.
Register here for the 2020 one-day conferences in Huntington Beach, Calif., Chicago, Boston, Denver, San Francisco, or New York, and learn more about the Women Adviser Summits from this video.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
