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Fall 2018, Chicago!

Join us this October for our first annual Women in Wealth Management Workshop. This event is specifically tailored for female financial advisors seeking to grow their presence in the wealth management industry.  The Women in Wealth Management Workshop is unlike any other. Our unique approach combines a 1 1/2 day conference followed by six moths of small group coaching and two one-on-one coaching sessions. By participating in this program women can expect to learn:

  • How to find and engage affluent clients
  • Seven proven acquisition strategies
  • How to construct a winning value proposition
  • Work/Life Balance for female advisors
  • Practice Management
  • Best team practices
  • Leadership and empowerment for women in the wealth management industry

This event will foster many networking opportunities across firms with like-minded women from around the country. Additionally, this event will feature several speakers including highly successful female financial advisors, and more!



Alane Siem
Former Merrill Lynch Market Director
Missy Warner
Director of Business Development
Maureen Kelly
Private Wealth Manager


True to the core values of this event, Women in Wealth Management is organized by women, for women. Our team of talented female speakers and coaches are industry professionals, each with over three decades of experience. Our program is uniquely designed to give you insight into wealth management from a women’s view. Join us to learn how, as a women, your unique perspectives and experiences can leveraged to seize current and future opportunities.

Meet the women who are reshaping the world of wealth management and showing you how you can too.

Learn More





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