Women Advisor Summit 2025: Empower, shape, define

Women Advisor Summit 2025: Empower, shape, define
Women Advisor Summit 2024
The Women Advisor Summit is the leading event for women in wealth management who are ready to grow their practice, expand their influence, and lead with purpose in a rapidly changing industry. Join us on October 21, 2025.
JUL 21, 2025

The wealth management industry is in a constant state of flux - the macro environment, client demands, and technology are constantly challenging financial advisors to adapt. Women leading their firms and their clients must maintain focus to meet these myriad challenges. The Women Advisor Summit 2025, on October 21, is an essential experience to equip women to thrive, grow their practice, and lead with purpose. 

On October 21, be a part of the dynamic community of advisors and allies for a day of connection, inspiration, and actionable insight. From navigating market change to building a sustainable business, you'll gain practical tools and fresh strategies through engaging panels, hands-on workshops, and meaningful conversations designed to fuel your growth.

Attend key sessions:

  • Understand the neuroscience behind your brain's ability to perform at peak
  • Define your niche to build a standout business
  • Scale without burning out

Learn from some of the most influential women in leadership within the wealth management industry (more to be added soon):

  • Patti Brennan, CEO, Key Financial
  • Nancy Daoud, CEO, Ameriprise Financial Services
  • Kay Lynn Mayhue, President, Merit Financial Advisors
  • Liz Miller, Founder and President, Summit Place Financial Advisors

The day concludes with the Women to Watch Awards - recognizing the trailblazing women who are reshaping the future of the wealth management industry.

Don't miss out on the opportunity to join us on October 21. Register now.

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