WOMEN WORKING IN WEALTH℠: Digital Downloads
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 firstname.lastname@example.org.
RESOURCES FROM THE BREAKOUT SESSIONS: View the 2023 Women Working in Wealth Breakout Sessions materials.
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.
WOMEN WORKING IN WEALTH℠ WORKSHOPS: 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!
Thursday, April 27, 2023, at 2 PM EST
Quantitative and Qualitative Approaches to Supporting Women in Financial Services
This webcast is for everyone who has ever said, “I want to help lift up women, but I don’t know how.”
Hear from the Center for Women in a guided discussion detailing research on how award-winning women supported other women by creating professional opportunities, giving of their personal time, what obstacles women faced, and how they removed them. They also defined the most essential and most effective tools to help women: sponsorship and mentorship and described how they impact gender parity. Two award-winning female professionals will share specifics about how they support other women. This webcast is for anyone who wants to learn tried and true tactics that make a difference in creating a more equitable workplace. Join a panel with Rita Cheng, Kaylee Ranck, and Hilary Fiorella.
Featured Media Partner FA Magazine
Wednesday, May 10, 2023, at 2 PM EST
The 5 Realms of Emotional Intelligence
Please join us for the next installment of our \ series, “Women Working in Wealth℠ Workshop,” and learn about Leveraging the Five Realms of Emotional Intelligence On Wednesday, May 10, 2023, join special guest Layla Sweet–a retired United States Air Force officer, leadership development expert, and behavioral scientist.
Learn how you can identify, understand, and implement the tenets of emotional intelligence to avoid derailing behaviors and build teamwork and trust in your work environment.
Featured Media Partner FA Magazine
Introduction to Cryptocurrency, Cryptoassets, and Blockchain
Helping to Build a Pipeline of Women Working in Wealth
How to Navigate Difficult Client Conversations
2022 Women Working in Wealth℠ Workshops
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 - Coming Soon
From Shame to Service -Two mindset shifts you can make to find alignment as a financial advisor
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