Women in the Lead: Navigating the Financial Landscape as Female Financial Advisors

When:  Mar 14, 2024 from 14:00 to 15:00 (ET)

The March FPA DEI Learning Series presented by the Women & Finance Knowledge Circle will be held on Thursday, March 14th at 2 pm ET.

Join Knowledge Circle Host Gretchen Halpin and guests Diane Bourdo, Katie Burke and Laura Jansen for an insightful and empowering panel discussion that delves into women's unique experiences, challenges, and triumphs in the financial advisory sector. "Women in the Lead: Is it Different for Female Financial Advisors" brings together a diverse group of accomplished women who have risen to leadership roles in the financial industry.

This thought-provoking discussion will explore the distinctive aspects of the financial advisory profession from a female perspective, shedding light on the evolving landscape and the opportunities available to women in this field. Our panelists, comprised of trailblazing women with extensive experience, will share their journeys, discussing the barriers they have overcome and the strategies that have propelled them to success.

Topics covered will include:

  • The impact of gender diversity on client relationships.
  • The role of mentorship and support networks in fostering career growth.
  • The importance of community to help build the business/career that you want.
  • Why is a career in financial services a great place for women to excel?
  • How men can support female advisors and more.

The panelists will also address the changing dynamics within the financial sector, highlighting the increasing recognition of the value that diverse perspectives bring to decision-making and client service.

Whether you are a seasoned financial professional, a budding advisor, or someone interested in the broader dialogue on gender diversity in the workplace, this panel discussion promises to provide valuable insights, inspiration, and actionable takeaways. Join us as we celebrate the achievements of women in finance and explore how the industry can continue to evolve towards greater inclusivity and equality.