WOMEN WORKING IN WEALTH: Digital Downloads

WOMEN WORKING IN WEALTH SUMMIT PRESENTATION: The Advocate & Activate Workshop slides that correspond to the Women Working in Wealth Workbook.

WOMEN WORKING IN WEALTH WORKBOOK: The Women Working in Wealth Workbook serves as a “how-to” for anyone wanting to advance women in financial services yet doesn’t know where to start.

WOMEN WORKING IN WEALTH CAREER OPPORTUNITIES IN FINANCIAL SERVICES: How to promote financial services at the junior high, high school and collegiate level through presentations. If you would like to use the PowerPoint version of the presentation with the accompanying show notes, please email womenscenter@theamericancollege.edu.

WOMEN WORKING IN WEALTH PLEDGE: Creating accountability for promoting, advancing and advocating for women. Print and Sign Today!

ACTIVATE GENDER PARITY SAMPLE LETTER: How to help internal stakeholders evaluate the efficacy of women’s initiatives.

FINANCIAL LITERACY ADVOCATE SAMPLE LETTER: How to be a proponent for financial literacy legislation.

WOMEN WORKING IN WEALTHSM PODCAST: The Women Working in Wealth Podcast Season 1 is now available! Listen to engaging interviews with some of the advocates advancing women in the financial services profession.

DRIVERS FOR SUCCESS IN FINANCIAL ADVISING BEYOND ASSETS UNDER MANAGEMENT AND PRODUCTIVITY: Slides highlight recent research conducted by the Center for Women that delivers insights to help firms and advisors better align for success.

 

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, September 14, 2022 at 2 PM EST

From Shame to Service -Two mindset shifts you can make to find alignment as a financial advisor

Lucila Williams, the founder of The Intentional Advisor, will share with you her journey from shame and embarrassment as an old-school product pusher to pride and a sense of service as an Advice-Based Financial Advisor. She will provide you with the two mindset shifts she made and give you tools to support you on your journey to deeper alignment as a financial advisor.

 

2022 Webcasts

Introduction to Cryptocurrency, Cryptoassets, and Blockchain

Helping to Build a Pipeline of Women Working in Wealth

 

2022 Wednesdays with Women Working in Wealth

Set Up! Workshop with Morton Wealth Herself by Leadership Team

Show Up! Workshop with Morton Wealth Herself by Leadership Team

Speak Up! Workshop with Morton Wealth Herself by Leadership Team

 

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