Venue
Boston, Massachusetts, United States

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 Jul 11 EDT (over 7 years ago)
Location Boston, Massachusetts, United States
Region Americas
Details

Invest in your business, your brand and yourself.

The InvestmentNews Women Adviser Summit, a one-day workshop held in three cities, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

Attend and in one day:

- Gain proven tools to build your business

- Learn communication strategies for bridging generation gaps

- Amplify your brand and value proposition

- Develop techniques for protecting aging clients

- Discover a forum to network with peers

- Feel inspired

Speakers

Eleanor Blayney
Consumer Advocate, Certified Financial Planner Board of Standards

Maureen Bromwell
Chief Marketing & Strategy Officer Northern Trust Asset Management

Mark Bruno
Associate Publisher, InvestmentNews

Heather Ettinger
Managing Partner, Fairport Asset Management

Amy Florian
CEO, Corgenius

Yonhee C. Gordon
Principal Chief Operating Officer, JMG Financial Group

Elizabeth Grady
Financial Consultant, Baldwin Financial Advisors

Kate Healy
Managing Director, Institutional Marketing, TD Ameritrade Institutional

Susan Kay
Vice President and Director of Business Development, MFS Fund Distributors, Inc.

Maribeth Kuzmeski
President, Red Zone Marketing

Kate Leipprandt, CFP®, ChFC, CLU
Owner and Managing Director, Baldwin Financial Advisors

Allyson Lewis
Time Management Expert, The 7 Minute Life

Sarah Newcomb
Behavioral Economist, Morningstar

Shannon Rosic
Multimedia Manager, InvestmentNews

Judy Rubin
Partner, Plaza Advisory Group

Suzanne Siracuse
VP/Publisher, InvestmentNews

Kelly Smith
Managing Director, Charles Schwab, Advisor Services

Sponsors & Partners

Premier Sponsors:
Advisor Group
Allianz Global Investors
AXA
Charles Schwab
FlexShares®
Great-West Financial
Northern Trust Asset Management
TD Ameritrade

Supporting Sponsors:
Lincoln Financial Network
Live Oak Bank
MFS Investment Management
Pax World
SagePoint Financial
United Planners