Women Working in Wealth

Stronger Together

Women working in financial services face unique challenges - challenges easier to overcome with support from other women. Welcome to a safe space built exclusively by women for women working in wealth.
 

We invite you to get to know your “neighbors” and develop meaningful connections with other women across the industry. Our online community is a private forum inaccessible by the public and protected behind a firewall, so you can feel free to come as you are. Ask questions, share experiences, and impart your wisdom - together, we can inspire, mentor, uncover solutions, and identify opportunities for gender parity in financial services.

 

 

Our 2022 Women Working in Wealth Summit and Awards Ceremony was a great success, but it's just the beginning of our mission to continue the charge and #BreakTheBias while advancing women in financial services. Take a look back at the events of the day with us.

 

 

 

WEDNESDAYS WOMEN WORKING IN WEALTH: The Center for Women in Financial Services has created virtual workshops for industry leaders to find innovative ways to enhance their careers. These workshops stem from the Women Working in Wealth Summit and Workbook. Our approach to change includes personal development accompanied by inviting external stakeholders to create novel solutions. Secure your seat today!

 

Wednesday, June 15, 2022 at 6 PM EST
Speak up! Do you need to speak with a manager or colleague about an uncomfortable topic? Are you emotionally attached to this topic and/or does the outcome personally impact you and/or your career? It is difficult and intimidating to speak up, express our feelings, and address issues. We tend to either let our work speak for us, react out of frustration, or tiptoe around the subject. In our final session, we will share tools and tips that will help you game-plan your approach to difficult conversations. We’ll build on material learned in “Setup!” and “Show up!” so be sure to check out those sessions too!

 

Wednesday, July 20, 2022 at 2 PM EST

Join Nicole Kalil for a workshop on The Confidence Con: The Lies, The Truth, and How You Build Your Confidence. Too many people believe that confidence is either something you have, or you don’t. It’s viewed as a fixed character trait rather than what it is: a skill that can be developed. What would you do with more confidence? Who would you be? You can change the trajectory of your life, the decisions you make, the risks you take, and the dreams you chase… all with a little more confidence.

 

2022 Webcasts

Introduction to Cryptocurrency, Cryptoassets, and Blockchain

Helping to Build a Pipeline of Women Working in Wealth

 

2021 Webcasts

Creating Better Behavioral Finance Decisions for Clients Through Money Coaching

Taking Your Financial Services Firm to the Next Level

Leading with Empathy in Financial Services and Beyond

Achieving Gender Equity and Diversity in Leadership

How to Build a Personal Brand and a Better Business as a Female Financial Professional

Empowering Financial Professionals through Choice Management

Retirement Income Literacy for Women: Perspectives and Opportunities

Understanding Financial Planning Challenges Facing Modern Women

The Convergence: Special Needs Planning and Women

Succession Planning to Build a Firm That's Granddaughter-Approved

 

Let's Get Social

Creating Allies wherever you go!

In our ever-changing world, we developed social media platforms so that you can stay connected with advisors like yourself. The opportunity to connect on your platform of choice is available, as we need as many allies as possible. So, let’s get social.