Snapshots from Women Advisors Forum California
The Women Advisors Forum traveled to Newport Beach, Calif., on Nov. 15 for a gathering that featured new practice management ideas, strategies for success and market updates. Check out these photos for the day's highlights, and look out for more news from our upcoming forum in Boston on Dec. 17.
From left: Denise Federer of Federer Performance Management Group, Natalie Young of Mercer Advisors and Janette Williams of TD Ameritrade.
Hanieh Sadat, left, and Rita Lacanfora, right, of Wells Fargo Advisors.
Winnie Sun, left, of Sun Group Wealth Partners, and Vickie Adams, right, of Vickie Adams, CFP.
Isaiah Mitchell, left, of First Allied Securities, and Colleen Johnstone, right, of Ameriprise Financial.
Denise Morrison, left, chief compliance officer at Securities America, and Jodie Orozco, right, marketing product manager at Raymond James, discuss what advisors need to know about communications and regulation.
Bruce Morris, left, of SourceMedia, and Maren Stenseth, right, of Maren Stenseth, CPA.
Multi-Million Dollar Woman panel members from left: Colleen Schon of Raymond James, Christina D'Amore of Ameriprise Financial, Winnie Sun of Sun Group Wealth Partners and Laila Pence of Pence Wealth Management.
Dara Sipolt, regional director, institutional sales at TD Ameritrade, talks about how advisors can work with clients across generations in her presentation entitled "Bridging the Generation Gap."
From left: Denise Morrison of Securities America, Deborah Higgins and Bonny Shumacher.
From left: Valencia Brown, Ashley Boone of Merrill Lynch and Barbara Myers.
Barbara Crane, left, and Victoria Wilk, right, of First Allied Securities.
From left: Zoe Benditt, Zelda Benson and Christina D'Amore, all of Ameriprise Financial.
From left: Tina Enberg of Securian Financial Group, Mary Anne Smith and Julie Conlin.