Experts in the Field
Within the Women’s Impact Program, we’ll take you on a journey behind-the-scenes for candid conversations with the finest experts in the holistic financial planning marketplace. These experts will share the strategies that transformed and accelerated their careers so you too can become an expert in the field and start to develop meaningful relationships that can help take your business to the next level.
Our awesome speakers
Kristin Barens
Principal,
Mullin Barens Sanford Financial & Insurance Services, LLC.
Jessica Dowdy
Vice President,
Nationwide Financial
Karen Cecile
Chief Operating Officer,
Financial Designs Ltd.
Alicia Nguyen
President & Managing Partner,
CPI Companies
Tricia Pilone
President & Managing Partner,
CPI Companies
Jeri Turley
Principal,
Winged Keel Group
Tori Van Dusen-Roos
Principal Chief Operating Officer,
DBS Diversified Brokerage Services
We are still in the process of setting up more calls. Please check back for updates!
Upcoming conversations
Events
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Conversations That Close – LIVE with Carey Yukich
Most advisors have refined what they say in a client meeting. Far fewer have heard how those words actually land. In the first of this two-part series, Carey Yukich, Co-Owner ... Read more
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Conversations That Close – LIVE with Carey Yukich Part 2
In Part 1, Carey Yukich showed how her client conversations sound from both sides. In Part 2, she brings on a guest whose relationship with TrueWealth Advising Group, Inc. went ... Read more
