Venue
Virtual Events.

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Aug 4 CDT - Wed Aug 5 CDT (over 1 year ago)
In your timezone (EST): Tue Aug 4 11:00am - Wed Aug 5 3:25pm
Location Virtual Events.
Region Americas
Details

These one-day workshops are uniquely designed for sophisticated female advisers who want to gain proven tools to build her business, learn effective communication strategies, articulate her value proposition, discover a forum to network with peers and feel inspired.

Speakers

2020 Speakers

Carolyn Armitage
Managing Director, Echelon Partners

Colleen O'Callaghan

David Lau
CEO and Founder, DPL Financial Partners

Dr. Cate Shanahan
Medical Director, The ABC Wellness Program

Jenifer Cannon
VP, Business Development, Pax Ellevate

Jennifer Bacarella
Executive Director, Firm Development, SPS Family

Kate Healy
Managing Director, Generation Next, TD Ameritrade

Kerry Ryan
Director, Global Go to Market, Wealth & Asset Management, Salesforce

Kim Laughton
President, Schwab Charitable

Kristine Kimmell
Head of Advisor Recruiting and Field MArketing, RBC Wealth Management, U.S.

Lisa Kueng
Director of Creative Campaigns, Invesco

Liz Skinner
Special Project Editor, InvestmentNews

Liz Weikes
Managing Director and Financial Advisors, J.P. Morgan Securities

Mary Beth Franklin
Contributing Editor, InvestmentNews

Naomi Lynn
Branch Manager, Wells Fargo Fargo Clearing Services, LLC

Rachel Busman
Senior Director, Anxiety Disorders Center; Director, Selective Mutism Service, Child Mind Institute

Sponsors & Partners

2020 Sponsors

PREMIER SPONSOR:
• dpl financial partner
• J.P.Morgan
• Wealth Management
• salesforce
• SPSFamily
• charles SCHWAB
• TD Ameritrade

REGISTRATION SPONSORS:
• WELLS FARGO

COCKTAIL SPONSOR:
• Invesco

SUPPORTING SPONSOR:
• ADP
• Allianz
• CANTELLA & Co., Inc.
• ENVESTNET
• Guardian
• ONEAMERICA
• Llincoln Financial Group