2017 W Forum

How women have evolved in wealth management?

May 03, 2017 | Runtime: 3:08

The role of women has evolved significantly in the past two decades. Three top women advisers share their experiences. Plus, learn how being a woman can be an advantage in a male-dominated industry.

What do firms look for in next-gen talent?

May 03, 2017 | Runtime: 6:46

Students entering the financial services industry are worried about what skills they need to get hired. Two women advisers at Advisor Group's W Forum offer some tips on how to stand out and get that first job.

Why join the financial planning profession?

May 03, 2017 | Runtime: 4:26

Three female students from Texas Tech explain why they wanted to become advisers (and if being a woman in this profession gave them reservations.)

The power of community leadership

May 02, 2017 | Runtime: 2:26

Excelling in the financial planning industry requires community engagement. Advisor Group honored Angela Martin for her community involvement and she explains how her work with the Girl Scouts has helped her and her business..

Why (and how) to find a mentor

May 02, 2017 | Runtime: 5:41

Mentorship is critical for financial advisers, but finding the right person can be daunting to next gen financial advisory students. Our student correspondent examined how a mentorship can help drive an RIA's career.

What advice would you give your younger self?

May 02, 2017 | Runtime: 2:41

We all wish we knew then what we know now. Three powerful women advisers offer advice to young advisers.

What's driving the current gender gap within the wealth management industry?

May 01, 2017 | Runtime: 3:31

The roles women play in the financial services industry have certainly come a long way. Judy Rubin of Plaza Advisory Group explains the driving factors behind the gender gap and what she's doing to be an agent of change.

How is mentorship advancing the financial services industry?

May 01, 2017 | Runtime: 4:04

Mentorship is critical to success in the wealth management services. Texas Texas student, Devin DeLapp, speaks with Cory Schmelzer to discuss why being a professional mentor is so rewarding.

How Advisor Group is helping women in wealth management rise

May 01, 2017 | Runtime: 4:42

Despite progress, women still make up only 17% of financial advisers. Valerie Brown of Advisor Group explains how her firm's culture is helping women advisers soar.

 
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