2017 Women Adviser Summit San Francisco

Segmentation strategies: How to follow your passion and serve your clients

November 16, 2017 | Runtime: 4:33

It's clear building relationships with women is a proven way to grow your business. Marlo Stil and Tiana Ronstadt share practical take-aways of how to best segment, engage and retain female investors.

Lessons in leadership: The future is female

November 16, 2017 | Runtime: 6:11

Women are holding top leadership roles as some of the industry’s leading firms, but it’s still the exception rather than the norm. Marie Chandoha and Christine Nigro share their insights.

What are top advisers doing to stay ahead of the curve?

November 16, 2017 | Runtime: 2:54

What can you do to keep your firm performing at its best? What's one strategy for success? Susan Kay of MFS Fund Distributors answers those questions and more.

Hearsay’s Shih: Overcoming obstacles on the way to success

November 16, 2017 | Runtime: 3:01

Clara Shih of Hearsay has overcome every challenge on her way to overwhelming success in fintech. How can you follow her lessons in leadership to accomplish more.

How to create a culture of awareness and support

November 16, 2017 | Runtime: 3:49

What does it take to develop a strong and thriving practice? It all begins with culture. Michelle Lynch of Raymond James explains.

Regulatory trends for 2018

November 16, 2017 | Runtime: 5:10

What regulatory issues should be on advisers' radar? Colleen Bell of Cambridge Investment Research and Lori Vinciguerra of Pershing offer their predictions and insights.

 
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Recent Events

2018 FinTech Think Tank

Tuesday, Jun 19, 2018

Pershing INSITE 2018

Friday, Jun 15, 2018

Securities America Connect

Wednesday, Jun 13, 2018
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