This year’s Women in Wealth Management conference takes steps towards a better future. We are coming together to cultivate solutions to old challenges. The event focuses on strategies to drive business, master leadership skills, and support a healthy change in the industry for future generations. All sessions aim to empower women in the wealth management industry to unlock their potential.


  • Gain insight into the changing landscape of the industry and the opportunity this creates for women
  • Learn practice management tools to build your book of business and successful teams
  • Understand techniques to collaborate with co-workers, despite gender
  • Gain skills to market your individual value within the industry
  • Explore the future of females in the industry and what you and your business can do to further diversity efforts


  • Women in wealth management seeking to learn from established industry leaders
  • Successful advisors, entrepreneurs and senior business executives looking to grow their business and highlight their personal value to clients
  • HR professionals and senior execs from firms, networks, practices and financial services companies who want to create a more inclusive work culture

2019 Partners

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