For nearly four years, the Women Adviser Summit has hosted over 1,000 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!
Women Adviser Summit
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
"What I appreciated most, was that each session contained suggested actions that I can implement right away."
“…lovely to be in a room of like-minded advisers who want to grow their practice in a positive, mindful way.”
“…it has been a long time since I spent a whole day at a conference and walked away saying that it was worth my time to be there.”
"It was great to walk into a summit that was not all men and a handful of women. Better yet, the women were all different ages."
SAN FRANCISCO: November 9
515 Mason Street
San Francisco, CA 94102
Tel: (415) 771-8600
A dedicated room block has been reserved at the JW Marriott for our guests at a special negotiated rate of $309 for the night of Wednesday, November 8th and $279 for the nights of Thursday, November 9th and Friday, November 10th. This rate is available until October 2, 2017. Rooms are available on a first-come, first-served basis.
***PLEASE NOTE that due to a citywide convention in San Francisco, hotel room availability in the city is extremely tight over our dates. You are encouraged to make your hotel reservations as soon as possible.
Please click HERE to make your hotel reservation.
If you should encounter any difficulty making a reservation at the Westin, please contact Charles Chan Massey at firstname.lastname@example.org
First Vice President Fiduciary Services, Cambridge Investment Research, Inc.
Contributing Editor, InvestmentNews
Founder & Wealth Advisor, Brennan Wealth Advisors
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Senior Vice President, Financial Adviser, RBC Wealth Management
Vice President, Raymond James Network for Women Advisors
CEO and Founder, Hearsay Systems
President and CEO, Cambridge Investment Research, Inc.