All topics

3rd Annual Invest in Women Conference (Dallas, TX) 9-10 May 2017

The 3rd Annual Invest In Women Conference is held in Dallas in 2017. Offering a 360-degree overview for women working in the wealth management industry. Key items on this year's agenda will include how to build a successful advisory practice, attracting women to the advisory business, marketing a firm using technology, how a business depends on philanthropy, how to transition a practice to one's children, maintaining relationships with high-net-worth clients across generations, longevity planning for female clients, writing books, attracting HNW clients through impact investing, and more.

Back to all conferences