Women Working in Wealth℠ on the Road for Women's History Month
Reflecting on the InvestmentNews Women Advisor Summit
Author
Lindsey Lewis
MBA, ChFC®, CFP®
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June 14, 2024
In an era where the financial services industry is rapidly evolving, fostering a professional environment that encourages growth, diversity, and inclusivity is paramount. This ethos was vividly demonstrated at the recent InvestmentNews Women Advisor Summit in Chicago and the Wealth Management EDGE conference in Hollywood, FL, where industry professionals gathered to discuss innovative strategies and trends shaping the future.
The InvestmentNews Women Advisor Summit provided a unique platform for advisors and their supporters to explore the latest industry trends, practice management strategies, and career development opportunities. The American College of Financial Services, serving as the education partner, was proud to contribute its expertise to this talented group of financial professionals.
Returning from the summit, attendees, including myself, felt inspired and equipped with practical ideas, new tools, and invaluable connections with peers and industry leaders. Some of the key lessons that resonated with me included the following:
- The practice of a financial professional is to become a translator and speak the language of your clients
- Spend the time getting to know your clients during all seasons of life and put in the reps to develop a rapport with clients
- Organic growth aside from M&A takes concentrated effort
At the Wealth Management EDGE conference, discussions centered on the future of diversity, equity, inclusion, and belonging (DEIB) in the industry. Representing The College, I had the privilege to discuss how the industry can increase awareness and accessibility for diverse communities. Addressing the obstacles that hinder entry into the financial services industry and ensuring firms retain and invest in diverse talent is crucial.
As the financial services industry continues to evolve, embracing diversity and fostering an inclusive environment will be key to its sustainability and success. By engaging with passion and committing to DEIB principles, the industry can ensure a bright and equitable future for all professionals and clients. Read more about the discussion here.
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