For over five years, the Women Adviser Summit has hosted thousands of women across the country with the goal of investing in their business, their brand and themselves, all while collaborating and networking with like-minded peers. Join in on the experience!
The InvestmentNews WOMEN ADVISER SUMMITS
Invest in your business, your brand and yourself.
The InvestmentNews Women Adviser Summit, a one-day workshop now held in six cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.
Attend and in one day:
- Gain proven tools to build your business
- Learn communication strategies for bridging generation gaps
- Amplify your brand and value proposition
- Develop techniques for protecting aging clients
- Discover a forum to network with peers
- Feel inspiredregister now
“There was outstanding content, excellent business building ideas, and many topics that challenged my knowledge and thinking.”
“The whole day was spectacular! Great content and speakers. Very inspiring to be in a room full of inspiring women.”
"The networking opportunity was priceless and the overall experience was fantastic. I hope I get invited back next year.”
“Excellent speakers with take-a-ways that can directly have a positive impact on our practice.”
“The event was very well organized, the speakers were phenomenal and there was such a positive feel in the room. By far one of the best conferences I have been to.”
The San Francisco Women Adviser Summit is accepted for 3 CE Credits by the CFP Board. Investments & Wealth Institute ® has accepted this program for 5 hours of CE credit towards the CIMA®, CPWA®, CIMC ®, and RMA®certifications.
Executive Director of Firm Development, Parkland Securities/Sigma Financial Corp.
Chief Operating Officer, TAG Advisors
Regional Executive Vice President and Branch Manager, AXA Advisors
Vice President of Marketing, Schwab Advisor Services
Contributing Editor, InvestmentNews
Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds
Director of Marketing and Communications, InvestmentNews
Managing Director, Generation Next, TD Ameritrade
Vice President and Director of Business Development, MFS Fund Distributors, Inc.
Director of Creative Campaigns, Invesco