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Helping women get ahead in financial services

March 7, 2017

Helping women get ahead in financial services

We have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead

March 3, 2017 | by Dale Brown | InvestmentNews.com

While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community. As part of that crucial role, we realize we have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead.

One way we are working to accomplish this goal is to provide opportunities for experienced female executives and financial advisers to come together to address the persistent challenge of helping other women get started—and get ahead—in the independent financial services world.

At our recent OneVoice conference in San Francisco, we hosted our first Advancing Women in Leadership Luncheon—an extensive pre-conference workshop dedicated to helping successful women executives share their experiences for the benefit of other attendees, as well as to help our female members build and strengthen their networks within the industry.

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James Darren Roberson
August 22, 2017 at The National, the annual NPH Educational Conference
August 28, 2017

I had no idea this service existed. I could have used it years ago! Great presentation and service!