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Event Date | Tue Dec 7 EST - Thu Dec 9 EST (about 3 years ago) |
Location | Virtual |
Region | Americas |
It brings together the best minds in the wealth-management industry. It is designed to facilitate a free-flowing exchange of information, ideas and insights from the industry’s most accomplished women advisors—in the interest of raising the standards of excellence in the wealth management profession. This event is designed and presented by Barron’s-ranked advisors and industry leaders. It includes discussion on the challenges facing the wealth management industry, strategies for improving outcomes, and ideas on growing your business.
Reasons to Attend:
This summit connects an elite tier of advisors with some of the most original thought leaders from the investment community and beyond.
• Networking
Our by invitation only conferences convene elite tier practitioners
• Thought Leadership
We pride ourselves in presenting the most forward-looking content
• Practice Management
The industry's most successful advisors share their secrets
• Continuing Education
Many of our sessions are eligible for CE credits
2021 Sponsor
MARQUEE SPONSOR:
• State Street Global Advisors