Slideshow Women Advisors Forum 2012 Chicago Conference

Published
  • July 02 2012, 3:17pm EDT
11 Images Total

Multi-Million Dollar Woman panel members Sherri Stephens, left, president of Stephens Wealth Management Group, Raymond James Financial Services, and Lori Watt, right, president of Investors Advisory Group LLC, LPL Financial, share a laugh during their panel session.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Financial advisors Judith McNiff, left, and Susan Simon, both of Wells Fargo Advisors.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Content Continues Below


Lazetta Rainey Braxton, founder and CEO of Financial Fountains LLC, discusses preparing clients for retirement during the Demystifying Decumulation session.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Crystal Thies, left, CEO, Crystal Clear Buzz LLC, and Patricia Koney, right, private wealth advisor, Patricia A. Koney and Associates, Ameriprise Financial

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Julie Murphy Casserly, president, JMC Wealth Management Inc., talks about how using social media has helped boost her practice.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Content Continues Below


Samantha Allen, managing director of Investius, discusses how advisors can use video for marketing.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Jodi Hrbek, director, business development, Nextpoint, shares how third-party technology companies can help advisory practices use social media.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Michele Randall, left, and Janet Pobar, right, both of advisory practice Randall & Pobar LLC.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Content Continues Below


Patricia Koney, left, private wealth advisor at Patricia A. Koney and Associates, Ameriprise Financial, and Judith McNiff, right, vice president-investments, Wells Fargo Advisors, share their success strategies as multi-million dollar advisors.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

From left: Patty Wilson, Nicole Spinelli and Debbie Sherriff of Raymond James & Associates.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.

Mary Erl, left, owner of Nestbuilder Financial Advisors Ltd., and Sharon Egan, right, director of financial planning services at North Start Investment Management Corp., share their strategies to prepare clients for retirement.

The Women Advisors Forum returned to Chicago on June 12 for the fourth event this year. The day included popular sessions on preparing clients for decumulation in retirement, how to effectively use social media and success secrets from multi-million dollar financial advisors. There were also new sessions on acquiring practices, marketing through video and targeting younger generations. Check out these photos for some of the day's highlights, and mark your calendars for upcoming Women Advisors Forum events on Oct. 30 in Boston and Nov. 15 in Newport Beach, Calif.