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Women Adviser Summit 2019

Interview with Adri Miller-Heckman

Adri Miller-Heckman is founder of femXadvisor.

Attracting generation next

What does this industry need to do to get younger and diversify? Kate Healy of TD Ameritrade offers some strategies for success.

Trouble with Top Talent

Sigma's Jennifer Bacarella shares her views on how the industry can better educate people at a younger age in order to open their eyes to this field as a career choice.

The CFPs work on D&I

Jocelyn Wright from the CFP enlightens viewers on some of the top programs at the CFP striving to improve D&I within the industry.

Growth is the mantra

First Allied's Bock and Cetera's Rummel discuss strategies for growth, as well as attracting new recruits.

How to attract more women advisers

Currently, less than 30% of advisers are women. What can be done to change this trend. Tammy Butts of Axa Advisors offers some solutions.

Future Demographics

There is a shift in demographics coming to the client base of the advice business with the upcoming wealth transfer. An aging adviser community needs to shift their own demographics to be ready.