Slideshows

Women Advisors Forum 2012 Chicago Conference

Multi-Million Dollar Woman panel members Sherri Stephens, left, president of Stephens Wealth Management Group, Raymond James Financial Services, and Lori Watt, right, president of Investors Advisory Group LLC, LPL Financial, share a laugh during their panel session. Multi-Million Dollar Woman panel members Sherri Stephens, left, president of Stephens Wealth Management Group, Raymond James Financial Services, and Lori Watt, right, president of Investors Advisory Group LLC, LPL Financial, share a laugh during their panel session.
Financial advisors Judith McNiff, left, and Susan Simon, both of Wells Fargo Advisors. Financial advisors Judith McNiff, left, and Susan Simon, both of Wells Fargo Advisors.
Lazetta Rainey Braxton, founder and CEO of Financial Fountains LLC, discusses preparing clients for retirement during the Demystifying Decumulation session. Lazetta Rainey Braxton, founder and CEO of Financial Fountains LLC, discusses preparing clients for retirement during the Demystifying Decumulation session.
Crystal Thies, left, CEO, Crystal Clear Buzz LLC, and Patricia Koney, right, private wealth advisor, Patricia A. Koney and Associates, Ameriprise Financial Crystal Thies, left, CEO, Crystal Clear Buzz LLC, and Patricia Koney, right, private wealth advisor, Patricia A. Koney and Associates, Ameriprise Financial
Julie Murphy Casserly, president, JMC Wealth Management Inc., talks about how using social media has helped boost her practice. Julie Murphy Casserly, president, JMC Wealth Management Inc., talks about how using social media has helped boost her practice.
Samantha Allen, managing director of Investius, discusses how advisors can use video for marketing. Samantha Allen, managing director of Investius, discusses how advisors can use video for marketing.
Jodi Hrbek, director, business development, Nextpoint, shares how third-party technology companies can help advisory practices use social media. Jodi Hrbek, director, business development, Nextpoint, shares how third-party technology companies can help advisory practices use social media.
Michele Randall, left, and Janet Pobar, right, both of advisory practice Randall & Pobar LLC. Michele Randall, left, and Janet Pobar, right, both of advisory practice Randall & Pobar LLC.
Patricia Koney, left, private wealth advisor at Patricia A. Koney and Associates, Ameriprise Financial, and Judith McNiff, right, vice president-investments, Wells Fargo Advisors, share their success strategies as multi-million dollar advisors. Patricia Koney, left, private wealth advisor at Patricia A. Koney and Associates, Ameriprise Financial, and Judith McNiff, right, vice president-investments, Wells Fargo Advisors, share their success strategies as multi-million dollar advisors.
From left: Patty Wilson, Nicole Spinelli and Debbie Sherriff of Raymond James & Associates. From left: Patty Wilson, Nicole Spinelli and Debbie Sherriff of Raymond James & Associates.
Mary Erl, left, owner of Nestbuilder Financial Advisors Ltd., and Sharon Egan, right, director of financial planning services at North Start Investment Management Corp., share their strategies to prepare clients for retirement. Mary Erl, left, owner of Nestbuilder Financial Advisors Ltd., and Sharon Egan, right, director of financial planning services at North Start Investment Management Corp., share their strategies to prepare clients for retirement.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

next up
Already a subscriber? Log in here