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:
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.
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.
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