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
The Women Adviser Summit takes place at: JW Marriott San Francisco Union Square - Metropolitan Ballroom, 2nd Floor 515 Mason St, San Francisco, CA 94102
The room blocks at JW Marriott San Francisco Union Square and Le Meridien San Francisco are sold out. If you need assistance finding a room, please contact Charles Chan Massey at email@example.com for options that may be available.
First Vice President Fiduciary Services, Cambridge Investment Research, Inc.
Loan Officer, Live Oak Bank
Contributing Editor, InvestmentNews
Financial Planner at HC Financial 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
Financial Advisor, Power Women Investing
CEO and Founder, Hearsay Systems