Susan Kay will again be a featured speaker at the first InvestmentNews Women Adviser Summit this year, although her exceptionally actionable advice in 2020 will have a distinct focus on how to reach out to the next generation and connect.
After identifying generational reach as one of the greatest risks to an adviser’s business, Ms. Kay, director of business development at MFS Fund Distributors, interviewed some of the most successful advisers in the U.S. about how they retain assets when clients age or pass away.
At the Women Adviser Summit in Huntington Beach, Calif. on March 18, Ms. Kay will share the proven approaches that these advisers have used to create generational reach.
Young women in financial advice who are still looking for special mentors and partners to help gain the confidence and knowledge needed to grow should consider joining the InvestmentNews Emerging Leaders program, that is part of our Women Adviser Summit series. As an Emerging Leader, you’ll be included in specialized networking events, and be introduced to seasoned mentors. You also can use code EMLEADER for a special Emerging Leader discount.
Register here for the 2020 one-day conferences in Huntington Beach, Calif., Chicago, Boston, Denver, San Francisco, or New York, and learn more about the Women Adviser Summits from this video.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
