Archive: Women Advisors Discuss Succession Plans as They Take Charge of their Family Firms
Today at 2pm ET, Financial Advisor IQ will host "Women Advisors Discuss Succession Plans as They Take Charge of their Family Firms," a webcast sponsored by LPL Financial. It is not too late to sign up, just click the register button below.
Four female financial advisors will share personal insights on the unique challenges they have faced, and the opportunities they experienced taking the reins of their family firms. They will discuss the decisions that led them to owning their firms, the transition processes they instituted, and the new ideas they’ve brought to the table.
Register now and we will send you the webcast link in a calendar invitation.
With different backgrounds and years of experience as advisors, each of our panelists has a unique story and brings vastly different skills to their family firms. Some worked in their firms for years, while another became a financial advisor the day she bought her father’s practice. Despite those differences, all are faced with the challenge of retaining inherited clients and ensuring a continuity of service, and also finding new avenues for opportunity and growth.
There is no cost for attending this webcast.
Angela Fischer, President & Chief Wealth Manager, Roberts, Ring & Fischer Wealth Management
Barbara Ginty, financial advisor, Independent Financial Services
Anasuya Kabad, financial advisor, JayKay Wealth Advisors
Stephanie Ring, Chief Wealth Manager, Roberts, Ring & Fischer Wealth Management