Photos & Videos
On April 26 in Chicago and July 11 in Boston, InvestmentNews hosted the Women Adviser Summit to sell-out crowds in both locations.
The mission of the Women Adviser Summits is to empower female financial advisers to invest in their business, their brands and themselves. Over the course of 4 years, more than 1,000 women have gathered to hear from expert speakers about creating profitable networking relationships; succession planning tips; understanding client emotions around money; presenting with power; and more.
The next stop on this three-city roadshow is San Francisco on November 9. Please click HERE to register.
Cybersecurity threats advisers are seeing right now
The key threats advisers are seeing right now seem to change daily. Michelle Thetford of Schwab Advisor Services explains how to protect yourself and your clients.
"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."
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!
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 email@example.com