Women Adviser Summit 2019

We're not the Huxtables: Christy Rutherford's money script

August 14, 2019 | Runtime: 0:53

Money is relative, according to Christy Rutherford of B&E Group. When you give yourself permission to be wealthy, you can really make an impact on the world.

Mary Beth Franklin's earliest money memory

August 14, 2019 | Runtime: 0:51

Mary Beth Franklin learned a lot about retirement advice at an early age, starting with the collection plate at church.

A young widow's money story

August 14, 2019 | Runtime: 0:48

What should a young mother do when she suddenly loses her husband and he previously took care of the household finances? Carolynn Tomin of Boston University did what any educator would do: She went back to school.

Suzanne Siracuse recalls her first money memory

July 09, 2019 | Runtime: 1:16

What's your first memory of money? InvestmentNews publisher and CEO Suzanne Siracuse talks about her first bank book and how it taught her lessons in saving money.

How debt can help build wealth

July 09, 2019 | Runtime: 0:40

When it comes to building a business, debt is critical. Angie O'Leary of RBC Wealth Management explains how she learned that lesson at an early age.

What is your money script story?

July 09, 2019 | Runtime: 1:08

What does soccer and the 1999 Women's National Team have to do with money? For Chloe McKenzie, the answer is everything.

How to attract more women advisers

May 29, 2019 | Runtime: 3:23

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

How to host extraordinary client experiences

May 29, 2019 | Runtime: 1:25

How do you host incredible memorial client events? After years of helping advisers host amazing events, Stephanie Treccia of FlexShares offers her perspective.

Future Demographics

April 08, 2019 | Runtime: 2:19

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.

 
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