Women Adviser Summit

SelfBrand's Kaputa: The secret to building a better brand

October 08, 2014 | Runtime: 2:50

What is different, authentic and relevant about your brand? Catherine Kaputa of SelfBrand.com says advisers need to remembers that clients are buying you more than they are buying the products that you offer.

RegentAtlantic's Newton: Overcoming hurdles to become a successful adviser

October 08, 2014 | Runtime: 5:28

Being the only woman in the room required a lot of confidence, according to Jane Newton of RegentAtlantic. She said some women must “learn to be heard” and sometimes “fake it until they make it” as they find their voice in this industry.

Robbins and Newlin: The power of outsourcing

October 07, 2014 | Runtime: 5:52

'Outsourcing' is a dirty word for some advisers, but it can be a powerful productivity tool to ramp up your practice. Here, Rita Robbins, president of Affiliated Advisors and Nicole Newlin, partner at Pathfinder Strategic Solutions, share their tips.

Financial Fountains’ Braxton: How female advisers can overcome stereotypes

October 07, 2014 | Runtime: 2:47

Lazetta Rainey Braxton, founder and CEO of Financial Fountains, discusses how launching her own practice helped her overcome the biases she confronted and why being a female adviser is a real advantage.

Source Financial's Smith: Finding your inner specialist

October 07, 2014 | Runtime: 3:03

It's easy for advisers to build an unfocused practice, according to Michelle Smith, CEO of Source Financial Advisors. No one Googles “generalist” anymore. To stand out, advisers need to invest in a specialty.

TD Ameritrade’s Healy: Elevating women advisers

October 07, 2014 | Runtime: 1:29

Studies indicate that women can’t be what they can’t see, according to Kate Healy of TD Ameritrade. This is why it is critical to show the next generation how to become successful financial advisers.

SS&G’s Diamond: How (and why) advisers should reinvent themselves

October 07, 2014 | Runtime: 3:03

Career reinvention can be scary but necessary for financial advisers, according to Carina S. Diamond, managing director at SS&G Wealth Management. Plus, she explains why there is no "magic mentor" for anyone's career.

 
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