The June 2025 Women & Finance Knowledge Circle will be held on Thursday, June 12th at 2 pm ET.
Knowledge Cicle host, Gretchen Halpin will be presenting, "Continuing the Conversation: Is It Different for Female Financial Advisors?."
Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion. We’ll go beyond the headlines and dive into the experiences, challenges, and opportunities that shape our careers. This is not a lecture—it’s a space for connection, honesty, and mutual support.
Last year, we surveyed over 100 women across the financial advisory profession, and the results were clear: Women have made incredible strides, but many still experience leadership, opportunity, and even everyday client service differently than their male peers.
Our survey revealed:
- Mentorship often exists — but real sponsorship is still too rare.
- Imposter syndrome isn’t a lack of confidence — it’s often a sign that the system still wasn’t built for us.
- While DEI initiatives are more visible, many women feel they create surface-level change rather than meaningful impact.
- True allyship, collaboration among women, and values-driven leadership are key to changing the future.
Whether you're early in your career, leading a firm, or somewhere in between, your voice matters. Your story matters. We’ll explore our own personal stories, do some deep thinking, and harvest our experiences. Let's build a better future — together.
Come ready to share, listen, and leave inspired.