Female Advisor Network

10/25/2024

Interested in learning more about the merger of FAN and Women’s Leadership Alliance? Check out the recent coverage in Financial Planning!

The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.

10/01/2024

EXCITING ANNOUNCEMENT! 📣

We are thrilled to announce a significant milestone in the evolution of our community. After careful consideration and collaboration, the Female Advisor Network has merged into the Women's Leadership Alliance, creating a unified organization that will better serve all of our members, advance our shared mission, and strengthen our impact. This partnership represents an exciting opportunity to provide enhanced benefits, streamlined services, and greater resources to all our members.

Founder and driver of the Female Advisor Network, Nina O'Neal, has also joined the Board of the WLA.

Thank you for the ongoing support and dedication to a shared mission and vision. Together, we are building an even stronger community.

Please check out the WLA at www.womensleadalliance.org.

03/24/2023

We are thrilled to add Bento Engine to our Partner Marketplace! They offer integrated technology and content solution designed to provide proactive, impactful advice to your clients and prospects! To learn more about them head over to our website!

🔗https://femaleadvisornetwork.org/new-partner-marketplace-p/

02/07/2023

Join our partners, RightCapital + Wealthbox for a CE-approved webinar on SECURE Act 2.0. Gain an understanding of the key changes included in SECURE 2.0 and how to apply them in your planning practice to best serve your clients.

Register ⬇

Wealthbox CRM for financial advisors is an outrageously simple, social, and collaborative wealth management platform to build an advisory practice.

02/02/2023

According to Spectrem Group, tax planning is the #1 thing clients of advisors want help with!

Join our partner, FMG , on February 9th to learn how financial advisors are successfully incorporating tax planning into their practices.

https://info.fmgsuite.com/strategies-to-capitalize-on-tax-planning?utm_campaign=FMG-PWN-Holistiplan-2023-2-9&utm_source=FMG%20Website&utm_medium=Landing%20Page

02/01/2023

Join our partner, Asset-Map Platform, for a live training webinar on February 16th!

You will learn how you can use Asset-Map Platform to engage clients in more meaningful financial conversations in your next client review meeting.

Register 👇

In this webinar, LiaJean McHenry (Sr. Training Manager) will share how you can use Asset-Map to engage clients in more meaningful financial conversations in your next client review meeting. She will cover how to leverage the incredible tools within Asset-Map such as the Asset-Map Report, Stencils, T

01/24/2023

Advisors, now is your chance to see our partners, DataPoints and Wealthbox, team up for a webinar on psychological risk tolerance. Don't miss out! Sign up here to earn your CE credit 👇

bit.ly/3Wlm8oR

01/17/2023

If you're having through with getting an integrated tech stack and it's causing you frustration, workarounds, and manual data entry then join our partner, Orion WealthTech, on January 26th!

Register below!

Thursday, January 26, 2023 at 1:00 PM Central Standard Time.

01/12/2023

Join our partners Riskalyze for an upcoming webinar to hear more about the challenges advisors are facing and how firms can empower their advisors to avoid the common pitfalls.

Register for the January 26th event below!

https://hs.riskalyze.com/webinar-why-advisors-fail-2023?_gl=1*r37m07*_ga*MjEwMjc0NzI2OS4xNjczNTYwNjE5*_ga_TLWDKKZ1DE*MTY3MzU2MDYxOC4xLjEuMTY3MzU2MDYyOS40OS4wLjA.

Join us for this upcoming webinar to learn about the challenges advisors are facing and how firms can empower their advisors to avoid the common pitfalls.

01/10/2023

Join our partner, FMG, for a webinar on January 17th where they’ll be sharing marketing tips for building a sustainable, fast-growing business in 2023 and beyond!

Register ⬇️
https://fmgsuite.com/resources/webinars/turn-on-your-marketing-growth-engine

01/09/2023

Member Spotlight Cathy Curtis encourages female financial advisors not to be afraid to go out on their own when the time is right!

More more about Cathy, see her full profile below!
https://femaleadvisornetwork.org/wp-content/uploads/2023/01/Cathy-Curtis-Member-Spotlight.png

01/05/2023

Join our partner, Orion WealthTech, and their team of product experts to see how you can access the tech, resources, and support you need in 2023 to grow, scale, and realize your unique vision for success!

Register for the January 12th session ⬇️

Thursday, January 12, 2023 at 1:00 PM Central Standard Time.