This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn

Sign-Up For Email

icon Click Here to sign up for conference emails.


Western Galleria Dallas

The Westin Galleria Dallas
13340 Dallas Parkway,
Dallas, TX 75240

No Agenda but Yours

The Forum agenda is designed to help fuel women advisors’ ambitions and provide the tools, resources and connections needed to be successful.

The 2014 agenda will be posted in the coming weeks. Click here if you wish to be notified when the agenda is posted.

Past Forums
Past Forums have featured outstanding experts, dynamic speakers and top producers at the forefront of the advisory industry. Nowhere else can you find an intimate event offering networking sessions in addition to such a wide range of topics including:

  • Which skills are most needed by advisors to engage high net-worth clients
  • The best strategies for advising seniors, retirees and clients in life transitions
  • How to keep your clients calm and confident in today’s shifting economy
  • Marketing and PR techniques that help your practice stand out
  • Finding and striking a fair work/life balance
  • How to build a network of powerful professionals to help expand your influence and grow your practice