2017 Women Adviser Summit Boston
August 14, 2017 | Runtime: 2:05
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.
July 17, 2017 | Runtime: 2:36
Top advisers understand that they need to work outside the box and focus on generational reach. Susan Kay of MFS Fund Distributors, Inc. explains.
July 17, 2017 | Runtime: 4:04
As clients age, they become increasingly susceptible to diminished capacity and/or elder abuse. Amy Florian of Corgenius explains the nature and causes of diminished capacity and the signs to watch for.
July 17, 2017 | Runtime: 1:34
Women and millennials want to invest in strategies that align with their value system. Debra Ohstrom of Allianz Global Investors explains.
July 17, 2017 | Runtime: 1:03
Male advisers still outnumber female advisers 4 to 1. Allei Holway of AXA talks about why becoming an adviser appealed to her and why more millennials are a good fit for this industry.
July 17, 2017 | Runtime: 1:38
It is clear building relationships with women is a proven way to grow your business. Heather Ettinger of Fairport Asset Management explains proven segmentation strategies.
July 17, 2017 | Runtime: 1:09
Women are holding top leadership roles as CEOs of some of the industry’s top firms, but it’s still the exception rather than the norm. Lisa Dolly of Pershing talks about how to balance it all.
July 17, 2017 | Runtime: 1:35
Firms hiring nextgen talent have reaped the benefits from greater productivity to revenue growth. Clearly, there's a business case to be made for hiring millennials. Kate Healy of TD Ameritrade breaks it down.