Hyatt Regency Coconut Point Resort And Spa
Hyatt Regency Coconut Point Resort And Spa, 5001 Coconut Rd, Bonita Springs, FL 34134, US

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Event Date Wed Nov 3 ADT (about 1 month ago)
In your timezone (EST): Wed Nov 3 6:00am - Wed Nov 3 4:30pm
Location Hyatt Regency Coconut Point Resort And Spa
5001 Coconut Rd, Bonita Springs, FL 34134, US
Region Americas

Multi-generational Clients and Services
Resetting Your Practice to Guide Your Clients, from Baby Boomers to Gen X to Millennials

• By 2030, Generations X & Y households will control 47% of wealth in U.S., vs. 45% of baby boomers.
7 Baby boomers will pass down $48 trillion in wealth over the next 25 years.
• Firms in the top quartile of revenue growth have more younger investors as clients.
• 88% of high-net worth households move their inherited wealth to another adviser.
• Organic growth is limited by average client age and more than 50% of advised clients are 60 and older.
• Engaging and retaining clients’ heirs pose the greatest challenge to advisers over the next decade.

Baby boomers have been financial advisers’ core client base for years, but a practice needs new blood to continue to grow. Considering that Gen X and Millennials will control 47% of wealth in the United States by 2030, advisers are under increasing pressure to onboard younger clients, as well as hire new talent that understands the needs of the next wave of investors.

Advisers that adapt to connect with multiple generations of investors and earn their trust, business, and loyalty, will chart a path to continuing growth and success.

Our first in-person Women Adviser Summit, will present strategies, tactics, tools, and best practices from your peers and industry influencers on how to successfully serve clients across many generations. You’ll hear inspirational keynotes, thought-provoking panels, and engaging presentations on building a multigenerational client base and on diversifying your product offerings to serve them.

We know you have missed meeting in person and interacting with your peers face-to-face. And we have missed hosting you! We are very excited to SAFELY bring the women adviser community back together in sunny Naples.

We hope you can join us.


Women Adviser Summit 2021 will offer pertinent content from a diverse faculty of speakers.
- keynote presentations from the leading experts
- panels of your peers sharing best practices and growth strategies
- featured sessions from the experts
Some of these sessions will be eligible for the CFP CE credits.


After more than a year of zoom meetings and virtual events, we are excited to bring the industry back together. We know you have missed seeing your peers, colleagues and friends. Women Adviser Summit 2021 will offer ample opportunities to catch up!

With plenty of indoor and outdoor space, multiple breaks and informal cocktails, we are certain you’ll have many opportunities for informal conversations and formal business meetings.


2021 Speakers

Ryan Bertrand
Vice President and Managing Director, Advanced Markets, Transamerica

Luisa Bravo
President, L M Bravo and Associates

Kristi Delongchamp
Vice President, Recruiting and Relationship Management, SPS Family

Jean Fidone-Schroer CIMA®, AIF®
Director, Business Development, Edwards Wealth Management

Mary Beth Franklin
Contributing Editor, InvestmentNews

Leslie Grant
RIA Consultant, DPL

Leslie Lipscomb
Senior Vice President of Sales, Financial Independence Group

Melissa Loner AIF®
Executive Vice President, Advisor Services, Premier Wealth Management

Matt Ohme
Head of RIA & Institutional Markets, Allianz Life Insurance Company of North America

Vanessa Okwuraiwe
Principal, Edward Jones

Keena Pettijohn
Chief Executive Officer and founder, Lifelogixs Strategic Consultancy Group

Reina Schlager CPA/PFS
Financial Advisor

Liz Skinner
Special Projects Editor, InvestmentNews

Reshell Smith CFP, MBA
Founder & Chief Executive Officer, Ames Financial Solutions

Liz Stiles
Director of Practice Management Coaching, Raymond James

Susan Washburn, CFP®, JD
Senior Financial Planner, ProVise Management Group

Sponsors & Partners

2021 Sponsors

• Allianz
• Charles Schwab
• DPL Financial Partners
• Edward Jones
• Guardian Life
• Raymond James Financial, Inc.
• SPS Family
• Transamerica

• Commonwealth Financial Network®

• Foundation for Financial Planning