Learn how to take your practice from successful to extraordinary:
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 rub elbows with other high-ranking women advisors looking to reach their peak performance.
|All Others (non-Advisors)||
Register online, or call Ingrid Olsen at (212) 803-8456.
Top 4 Takeaways
Check out the Top 4 Takeaways that you cant afford to miss:
|Protect Your Practice's Legacy. How many times have you acknowledged that you "should" create a succession plan-but ultimately convinced yourself that you have plenty of time to complete it? Or have you generated a business continuity plan that focuses primarily only on the legal and monetary issues of your practice and ignores the human aspect of this transaction? NOT taking action in these crucial areas may result in you unwittingly sabotaging your business, your clients and your family's future.|
FINRA Communication Rules Update. The Securities and Exchange Commission approved FINRA's proposed new rules governing communication with the public, and slated them to take effect Feb. 2013. During this session, experts will walk advisors and asset managers through the specifics of the rules and how they affect advertisements, sales literature, correspondence, institutional sales material and public appearances. Another topic for discussion will be the new social media regulations and developing best practices.
|Rethinking Retirement. Recent research from found that one-third of those five years away from retirement don't know how much income they will need in retirement and 72 percent say while they plan to tap their retirement principal, they have no idea how to do it. Don't let your clients be among this flummoxed group! This session will cover advanced practices in decumulation with strategies designed to prepare advisors for the changing needs of their clients.|
|The Multi-Million Dollar Woman. This panel will feature four women with multi-million dollar practices talking about how they got there and lessons learned. This is your chance to hear directly from the industry's rain-making role models.|