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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The Tough Sell: Turning Reluctant Clients Into Protection Champions
Many top clients are also the hardest sells. Stephanie Beckwith knows this firsthand: one advisor's “tough sell” changed the course of her own family farm, and it's why she now helps advisors have ... Read more
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Women’s Conversations That Close – LIVE with Carey Yukich
In this Conversations That Close session, we’ll preview key themes shaping today’s advanced markets conversations and how advisors can move discussions beyond transactions toward more holistic financial planning. Register for ... Read more
