Upcoming Event!

Join us in CHICAGO on June 12, 2012 for the Women Advisors Forum Chicago event!

If you're a woman with an investment advisory career - either in one of the major wirehouses, regional brokerages, private banking, bank brokerage divisions, independent firms or RIAs - this is your opportunity to network with other high-ranking women advisors looking to reach their peak performance.

FEATURED SPEAKERS


Samantha Allen
Managing Director
INVESTIUS

Joseph Keefe
Mary Erl, CFP®
Registered Investment Advisor, Owner
NestBuilder Financial Advisors Ltd.

Sacha Millstone
Sherri Stephens
President, Stephens Wealth Management Group;
Financial Advisor , Raymond James Financial Services, Inc.

For more information and to register, visit our website.

Other Upcoming Women Advisors Forum events:

Women Advisors Forum Boston
October 30, 2012

Women Advisors Forum California
November 15, 2012

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Articles

Secrets of Multi-Million Dollar Success: Knowing When To Fire Clients

Posted by Lorie Konish on May 25, 2012 at 4:49pm 0 Comments

Our Women Advisors Forum event in Dallas this week included our popular "Multi-Million Dollar Woman" panel, where four successful female financial advisors shared what has brought them success. One measure of their achievement—when they knew they…

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Five Tips For Managing Client Risk

Posted by Kathleen Burns Kingsbury on May 25, 2012 at 10:00am 0 Comments

There is so much talk in the financial industry about managing risk. Articles, books and assessments to determine a client’s risk tolerance abound. Tips, techniques and strategies for managing portfolio risk are plentiful. But what about managing…

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What Women (Investors) Want

Posted by Lorie Konish on May 17, 2012 at 7:09pm 0 Comments

Women represent a market estimated at $7 trillion in the U.S., and how advisors can capture better capture those assets and attract female clients has been a hot topic at recent industry events. Last week's conference held by the National…

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Five Reasons Relationships, Value and Consistency Matter More in This Economy

Posted by Meridith Elliott Powell on May 15, 2012 at 12:00pm 0 Comments

Recently, I was giving my presentation, Winning in the Trust & Value Economy, to Environmental Data Resources, a…

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Lorie Konish posted a blog post

Secrets of Multi-Million Dollar Success: Knowing When To Fire Clients

Our Women Advisors Forum event in Dallas this week included our popular "Multi-Million Dollar Woman" panel, where four successful female financial advisors shared what has brought them success. One measure of their achievement—when they knew they could  lose clients—may not be so intuitive. Read on for more of what they said.Knowing When To Fire ClientsBy Lorie KonishFinancial advisors looking to propel their business to the multi-million dollar level need to take one piece of advice from four…See More
yesterday
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Kathleen Burns Kingsbury posted a blog post

Five Tips For Managing Client Risk

There is so much talk in the financial industry about managing risk. Articles, books and assessments to determine a client’s risk tolerance abound. Tips, techniques and strategies for managing portfolio risk are plentiful. But what about managing client risk? This is the risk of a prospect not hiring you, a current client firing you or a long-term client not referring to you. It is not easy to quantify, but it is a risk factor that you need to seriously consider if you want to build a…See More
yesterday
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Profile IconJennfer S. Faherty, Irene Giman, Karen Guess and 5 more joined Women Advisors Forum
Thursday
Profile IconArchana Raja and Kim Caviggiola joined Women Advisors Forum
Monday
Maja Stojanovic is now a member of Women Advisors Forum
May 18
Welcome Them!
Lorie Konish posted a blog post

What Women (Investors) Want

Women represent a market estimated at $7 trillion in the U.S., and how advisors can capture better capture those assets and attract female clients has been a hot topic at recent industry events. Last week's conference held by the National Association of Personal Financial Advisors in Chicago was no exception. Check out this story by Mike Byrnes, an industry consultant, on a panel focused on what those female investors are thinking.What Women (Investors) WantBy Mike ByrnesWomen investors must…See More
May 17
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Profile IconCarolyn Stys, Lori Hoppmann and Joyce Aarness joined Women Advisors Forum
May 17
Profile IconAri veloz and Maureen Kilkenny joined Women Advisors Forum
May 15
Meridith Elliott Powell posted a blog post

Five Reasons Relationships, Value and Consistency Matter More in This Economy

Recently, I was giving my presentation, Winning in the Trust & Value Economy, to Environmental Data Resources, a Connecticut company providing products and services to manage environmental risk, when I got a great question from the audience.  The question, if I can paraphrase, was, "If these concepts of relationship, value and consistency in the service culture have been…See More
May 15
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Maryan Jaross is now a member of Women Advisors Forum
May 14
Welcome Them!
Maria Marsala updated an event

LinkedIn® Demystified: The Secrets of Successful Relationship-Building & Prospecting on LinkedIn at Your home or office

July 10, 2012 at 12pm to August 7, 2012 at 1pm
LinkedIn gives your business and marketing efforts a turbo-charge! From brainstorming with colleagues, to finding new contacts, and cross marketing; we'll show you how to make the most of everything LinkedIn has to offer. You'll learn exactly where to find the best answers and resources from professionals across the globe.Discover how you can build credibility online, create valuable partnerships, and reach ideal clients faster. Become highly connected. Make LinkedIn an essential part of your…See More
May 13
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Maria Marsala updated their profile
May 13
Maria Marsala left a comment for Catherine Valega
"Hi Catherine    The the One Page Business Plan® program's Early Bird Special ends this Monday.  Get $100 off this event by going to http://www.businessandmarketingplan.com/smebusinessplan/   Questions?  Give me a…"
May 13
Maria Marsala left a comment for Dominique Broadway
"Hi Dominique.   Thanks for registering for Solid Steps To Increase Success: One Page Business & Marketing Plan  here at the forum   The early bird special ends Monday night, so please go to…"
May 12
Susan Kendall updated their profile
May 12
Joie Digiovanni updated their profile
May 12
 
 
 

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