Snapshots from the Women Advisors Forum Boston
The Women Advisors Forum convened for its last 2012 event ion Dec. 17 in Boston. Among the topics discussed include tips to facilitate the recruitment process, how to use technology to improve communication with clients, sustainable investing as a long-term strategy and new approaches to practice management. Check out these photos for some of the highlights from that day.
Maja Stojanovic, left, and Marjorie Leonard-Jeremie of Trilogy Financial Services.
Stuart H. Armstrong II, financial planner at Centinel Financial Group, talks to attendees about insurance strategies for LGBT, non-traditional and unmarried couples.
Jamie Van Biljon of Ameriprise Financial listens in on the day's events.
From left: Shelly Church of Raymond James, Dr. Lisette Cooper of Athena Capital Advisors, Rosemarie Moeller of Eisner Amper LLC and Nannette Nocon of Ameriprise Financial discuss what brought them success during the "Multi-Million Dollar Woman" session.
From left: Christine Gaze of TD Ameritrade, Mary Ann Buchanan of RIA Match and Karen Carr of Artemis Financial Advisors.
From left: Margaret Brophy, Kathleen McQuiggen of PAX World Management and Nicole Spinelli of Raymond James.
Jody Johnson of Ameriprise Financial discusses how financial advisors can build their brands in a session titled "What's Your Story?"
From left: Michelle Martin, Joni Youngwirth of Commonwealth Financial Services and Susan Miccio of Commonwealth Financial Services.
From left: Ellen Duffy of Ameriprise, Cathy Burgess of Morgan Stanley, Kathleen McQuiggen of PAX World Management and Elizabeth Updike of LIZ Enterprises LLC.
From left: executive leadership consultant and speaker Judy Beatrice, Susan Michel of Glen Eagle Advisors and Carol Ann Michel of Merrill Lynch.
From left: Michelle Martin, Katie Wilson of Commonwealth Financial Services and Susan Miccio of Commonwealth Financial Services.