4:00 pm - 6:00 pm, Monday, Sep 30, 2024
Presenters:
April Ferrell, CIMA®, Managing Director of Business Development, Head of Global Sales and Executive Director of the Investments & Wealth Foundation
Sharon Oberlander, Managing Director, Merrill Lynch
Desiree Maldonado Irizarry, CIMA®, CPWA®, CFP®, Financial Advisor, Popular Securities, LLC
Colleen Ambrose, CFA®, Director of Fixed Income Markets, Capital Group, home of American Funds
Wendy Goodyear, Vice President, Financial Advisor Consultant, American Century Investments
As the financial advice industry continues to evolve—from navigating the challenges of the pandemic to exploring exotic investments and embracing artificial intelligence—investment and wealth managers must adopt forward-looking and adaptive approaches. They must anticipate and respond to the impacts of elections, economic shifts, and unexpected challenges brought by their clients. In this session, we celebrate the achievements of women in the industry and explore how they persevere, adapt, excel, and deliver value to their high-net-worth clients. You’ll walk away with actionable ideas to implement in your practice and a sense of community and empowerment.
Learning Objectives:
Explore strategies used by successful women advisors to navigate industry challenges such as economic fluctuations and client dynamics
Understand the pivotal role of adaptability and forward-thinking in enhancing client relationships and service delivery
Discuss actionable insights to incorporate emerging trends in client conversations and asset allocation to benefit high-net-worth clients
