Celebrate your female power at the Women Advisor Summit New York 2024

In a wealth management industry where client expectations and technology are both rapidly evolving, staying ahead requires both innovative strategies and leadership. With women making up only 15% of financial advisors, there needs to be more don’t to close the gap and promote true leadership diversity.

Women Advisor Summit New York 2024, happening on November 6, 2024, at Tribeca 360, is designed for women advisors seeking strategies to grow their practice, elevate their leadership skills, and navigate the changing industry landscape.

This event provides actionable insights tailored to wealth management professionals focusing on client retention, advisory growth, and harnessing new technologies. Whether you’re looking to deepen client relationships, boost operational efficiency, or gain leadership confidence, this summit has it all.

Industry leaders such as Gabrielle Clemens, Managing Director at RBC Wealth Management, and Laura Combs, Managing Director at Mercer Advisors, will offer expert guidance on leadership development, business scaling, and succession planning. Attendees will benefit from sessions such as:

• Client Acquisition in 2025: Learn proven strategies to attract and retain clients in a competitive environment.
• AI in Wealth Management: Explore how AI can streamline processes and enhance client service.
• Post-Election Market Outlook: Gain insights into how political changes will impact investment strategies and client portfolios.
• Leadership Diversity: Understand the significance of gender diversity in leadership and strategies to overcome the barriers women face in finance.

With unparalleled networking opportunities, this summit is perfect for female financial advisors, wealth managers, and industry leaders who want to connect with peers, share experiences, and explore strategies to thrive in a competitive market.

Session Highlight: Championing women investors – Creating and enhancing your female client practice

Speakers:

Gabrielle Clemens - Managing Director at RBC Wealth Management

Tracy Shaw - Head of Client Engagement Strategy at Equitable

Laura Combs - Managing Director at Mercer Advisors

Beth Lawlor - President, Private and Affluent Wealth Client Management at US Bank Wealth Management

Jody D'Agostini - Senior Partner at Equitable

This panel will cover critical insights into promoting gender diversity in finance, strategies to elevate women into leadership positions, and the business impact of diverse leadership teams. Exploring the context of women in the Great Wealth Transfer and its effect on business growth in the years ahead  whilst unpacking the data and specific concerns women may have when seeking financial advice.

Don’t miss this opportunity to be part of the movement! Secure your spot today and gain the tools to enhance your leadership and grow your practice in 2025 and beyond.