Women in Wealth Management Agenda

Arrival and Welcome 

Registration and Welcome Reception

6:30pm – 8:00pm

Get a jump on networking and enjoy the evening mingling with the women who are changing the wealth management industry. Join us the evening before the conference for a light reception and meet and greet. We’ll be eagerly awaiting your arrival at the registration table!


Conference Day 1

Breakfast & Networking

7:30am – 8:30am

If you don’t make it in time to register at the reception, don’t worry! We’ll be ready and waiting for you at breakfast.

Join us for a breakfast buffet and get straight to networking. We know that valuable connections can be made at our conference, so we’re making plenty of time for you to get to know the like-minded women of your cohort.


8:30am – 8:50am

We’re antsy to get the day started so we’ll keep it brief but we thought you might want to know:

  • Who is Altius Learning
  • Program Overview
  • Overview of the schedule
  • Audience Makeup

Why Women – Why Now

8:50am – 9:10am

Get inspired while Missy Warner kicks off the conference with a discussion about the strength of women in the wealth management industry and the transformational experience you should expect to have over the next two days.


9:10am – 10:10am

The first step towards professional development is to establish the right frame of mind. Based on our research and experience of working with hundreds of “million dollar and multi-million advisors, we have identified nine different characteristics that contribute to the “Top Advisor Mindset”. In this segment we’ll focus on the five most important mindset characteristics advisors need in order to manage a more effective practice, and how you can immediately implement them into your practice.


10:10am -10:30am


10:30am – 12:30pm

In this information packed section, you can expect to learn:

  • Niche Marketing: How to differentiate yourself and your team by developing a niche
  • Referrals: The 5-steps to building your own Professional Referral Network
  • Assets Held Away: The 4-steps to gathering clients assets held away
  • Right Place Right People: Turning affluent acquaintances into loyal clients

Networking Lunch

12:30pm – 1:30pm

Keep the networking momentum going through lunch! We’ll give you an introduction to our small-group coaching philosophy so you can get a feel for your cohort preferences before you make a decision.

Value Proposition

1:30pm – 3:30pm

Altius has developed an in-depth, intense five-step process to assist you in crafting and effectively articulating your Unique Value Proposition. We’ll show you how you can create a winning value proposition based on your talents and experiences and how implementing it can elevate your practice.


3:30pm – 3:45pm


Priorities for Female Financial Advisors

3:45pm – 4:45pm

Women in the wealth management industry have different experiences than their male counterparts. Hear from an industry expert, Maureen Kelley, how you can find the delicate balance between a successful firm and a fulfilling life.

Closing Comments

4:45pm- 5:00pm


6:00pm – 6:30pm

Reflect on the day over refreshments with your new acquaintances. Share insights and experiences to solidify the lessons covered throughout the day or take the opportunity to relax and have some fun- you’ve earned it!

Networking Dinner

6:30pm – 8:00pm

Sign up for your coaching cohort and get to know each other over dinner.


Conference Day 2

Continental Breakfast and Networking

7:30am – 8:30am


Practice Management

8:30am – 10:45am

You’ve invested countless hours building your financial advisory practice. You’ve cultivated the right clients and assembled a quality team to service them. But managing a busy financial advisory practice isn’t easy. Fortunately, there is a better way, one that eliminates guesswork and accelerates your success. The most successful financial advisors apply six fundamental strategies to maximize their productivity. In this section you will learn proven practice management tactics that you can implement to start seeing results almost immediately. In this interactive section you will learn:

  1. Business Planning: Develop a detailed plan for your future. Set goals and determine the steps to reach them.
  2. Segmentation: Learn and understand the biggest productivity lever by organizing your practice appropriately.
  3. Business Efficiency: Expand your client relationships by improved focus and increasing your best clients’ wallet share.
  4. Service Model: Deliver superior service and cultivate unwavering loyalty from your clients.
  5. Team Best Practices: Lead your team to function at its highest level.
  6. Time Management: Eliminate distractions, delegate more and focus on activities that affect your bottom line



10:45am – 11:00am



Leadership and Empowerment

11:00am – 12:30pm

There is no force equal to a woman determined to rise. — W.E.B Dubois

To close the conference and set the tone for the six-months to follow, our final topic will leave you inspired and with a heightened sense of confidence.


Closing Comments and Wrap-Up



Boxed lunches available

*Agenda is subject to change


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