Barron's Top Independent Women Advisors Summit 2018
TBD
This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for leading female practitioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.
Fi360 Conference 2018
Founded in 2004, the Fi360 Conference was originally designed to deliver designees with the practical, fiduciary-based content they desired to advance their practice. In just a few short years, the agenda grew to boast over 35 unique, educational sessions taught by some of the most sought-after industry leaders. As a result, financial service professionals from all over the world asked to participate in the event.
Today, the Fi360 Conference hosts over 750 investment professionals who are looking to grow their fiduciary knowledge base by participating in insightful learning sessions, innovative workshops and thought-provoking discussions.
The conference is a great opportunity to earn CE credit that can be applied to many different industry credentials including the AIF, AIFA, PPC, CFP, CIMA, CFA and more. Attendees will be able to complete their yearly CE requirements for their Fi360 designations and earn over 10 hours of CE for other industry credentials at this one event!
With such a robust agenda and diverse set of attendees coming together in America's Finest City, this is an event you won't want to miss!
Barron's Top Independent Women Advisors Summit 2017
This exclusive conference was designed to convene a group of highly successful independent advisors, to discuss how trends and shifts in the wealth advisory business create both unique challenges and opportunities for leading female practitioners. Barron’s-ranked women advisors, independent channel industry leaders and renowned advisor coaches conducted sessions that explored subjects ranging from human capital development, core business strategy and management, capital structures and innovation.
InvestmentNews Women Adviser Summit 2017
VARIES
For nearly four years, the Women Adviser Summit has hosted over 700 women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!
Invest in your business, your brand and yourself.
The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.
Attend and in one day:
- Gain proven tools to build your business
- Learn communication strategies for bridging generation gaps
- Amplify your brand and value proposition
- Develop techniques for protecting aging clients
- Discover a forum to network with peers
- Feel inspired