The size was perfect, I loved the intimate setting... Flow of day was great and perfect amount of breaks. Great networking connections and left with many awesome ideas our firm is excited to implement! This was my first InvestmentNews conference and had an overall excellent experience.
InvestmentNews' Women Adviser Summit was launched in 2015 because we felt there was a need to offer a forum designed for women, by women, and about women in financial advice. For 8+ years, our summits have been focused on you - female financial advisers - and your concerns as you continue to grow your business. Our speakers and sessions are focused on offering updates on industry trends and practice management advice to grow your business and increase your bottom line.
After months of waiting, we are excited to bring the in-person Women Adviser Summit back to New York City! The event will be held on Wednesday, November 16, 2022 at Tribeca 360°.
We will present strategies, tactics, tools, and best practices from your financial adviser peers and industry influencers on how to successfully grow your business. You’ll hear inspirational keynotes, thought-provoking panels, and engaging presentations on increasing your bottom line through renewals and retention!
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 NYC.
UNPARALLELED CONTENT
Women Adviser Summit 2022 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 CFP CE credits!
THOROUGHLY MISSED NETWORKING
After more than a year of zoom meetings and virtual events, we are excited to bring the industry back together in NYC.
We know you have missed seeing your peers, colleagues and friends. Women Adviser Summit 2022 will offer ample opportunities to catch up!
READ WHAT PAST ATTENDEES HAVE TO SAY...
Hands down one of the best conferences I have been to! Thank you to the awesome team at InvestmentNews for putting together such a great event. The content was amazing and the women I met were even more amazing. :) Can’t wait to go to another one!
Jen P, 2022 WAS Denver Attendee
[It] was good as a man to hear different perspectives... got a lot of great ideas.
2022 WAS Chicago Attendee
The speakers were amazing and shared valuable insight and opinions.
2022 WAS Virtual Attendee
The people in attendance were all amazing women, easy to talk to and share information with. The venue was great. The event was well organized and laid out and always upbeat.
Nancy D. Butler, CFP®, CDFA®, CLTC®, 2022 WAS Denver Speaker
Loved being back in a room of female advisors.
2022 WAS Chicago Attendee
All of the interesting speakers and fantastic women advisers. Plus the staff is exceptional 👏👏👏
2022 WAS Denver Attendee
Great speakers and topics that are relevant to today's and tomorrow's issues.
2022 WAS Virtual Attendee
This was my very first summit with InvestmentNews, however I have been to other conferences. What set this one apart were the topics. After reviewing the agenda, I was worried I was going to get tired fast and not be able to absorb after a certain point. That is not what happened - I couldn't get enough information. The energy of the presenters was inspiring, uplifting, rewarding, and freeing.
Linda G, 2022 WAS Denver Attendee
I love an event that's geared toward women advisors! This has been something I look forward to every year, always great speakers, efficiently run, and great opportunity to meet other women advisors like me!
2022 WAS Chicago Attendee
While the sessions were incredible and all included great action items, I absolutely loved being able to connect with women in financial services. It was amazing to be in a room with so many powerful women who all, regardless of their why, had the same desire to help their clients.
Presley F, 2022 WAS Denver Attendee
There was plenty which made me feel valued and celebrated by the conference organizers!
2022 WAS Denver Attendee
THANK YOU TO OUR SPONSORS!
InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*
Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.
*Source: Advantage, Google Analytics, Microsoft Dynamics, Cvent, LSC PagePro, LinkedIn, Twitter, Facebook, July 2020.
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