The Ladenburg Institute of Women & Finance is partnering with The W Source, a nationwide networking organization for female professionals, to help generate referrals for female financial advisers. The partnership is also intended to help drive the advancement of women within the advice business, Ladenburg Thalmann said in a release.
Founded in 2012, the Ladenburg Institute of Women & Finance was created to help female advisers affiliated with Ladenburg's independent advisory and brokerage firms — Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services — build and strengthen their businesses.
The W Source, launched in September 2017, aims to help female professionals grow their businesses by establishing networking groups of 20-25 professionals in local areas and offering proprietary tools and resources, marketing support and dedicated sales coaches that assist them in running their local chapters. Members include financial advisers, CPAs, attorneys and risk-management specialists.