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2016 W Forum in Salt Lake City


Date: June 5-7, 2016
Time: Variable
Location: Salt Lake City, NV (map)


Tenth annual women’s conference provides female advisors with networking and educational events to support practice goals.


Topics of Discussion:

  • Men and Money: What Female Advisors Need to Know About Working with their Male Clients
  • Bridging the Gap: Engaging Multi-Generational Clients through Impact Investing
  • Building Lasting Alliances with Charitable Giving Strategies
  • Overcoming Your Negative Mindset & Getting on Fire with Your Business
  • Fueling Women Business Owners

Speakers:

  • Diana Nyad – author, journalist and long-distance swimmer who successfully completed the 110-mile swim from Cuba to Florida in 2013
  • Anne-Marie Slaughter – attorney, foreign policy analyst and political scientist, who has been described as “an innovative and prolific scholar” by Foreign Policy and named one of the magazine’s Top 100 Global Thinkers four years in a row.
  • Erica McGinnis – President and CEO of Advisor Group
  • Valerie Brown – Executive Chairman, Advisor Group
  • Lisa Hoyne – Senior Vice President, Marketing of Advisor Group

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Press Release: Advisor Group to Host 2016 W Forum in Salt Lake City (Business Wire, May 23, 2016)

Advisor Group, one of the largest independent broker-dealer networks in the nation, will host the 2016 W Forum in Salt Lake City, June 5-7. This event is the firm’s 10th annual women’s conference providing educational sessions, along with networking opportunities, to support female advisors as they grow their financial services practices. Set among the beautiful backdrop of the Rocky Mountains, this year’s conference will offer enhanced discussion roundtables, peer-to-peer advisor sessions and fresh practice management topics.

The 2016 W Forum’s keynote speakers include Diana Nyad, author, journalist and long-distance swimmer who successfully completed the 110-mile swim from Cuba to Florida in 2013. Also taking the stage will be Anne-Marie Slaughter, attorney, foreign policy analyst and political scientist, who has been described as “an innovative and prolific scholar” by Foreign Policy and named one of the magazine’s Top 100 Global Thinkers four years in a row.
Erica McGinnis, President and CEO of Advisor Group; Valerie Brown, Executive Chairman, Advisor Group; and Lisa Hoyne, Senior Vice President, Marketing of Advisor Group will also be featured speakers throughout the conference.

“We have a very impressive agenda and speaker lineup planned for this year’s W Forum,” McGinnis said. “The educational content and camaraderie have continued to grow each and every year, so this really has become one of Advisor Group’s signature events. We are pleased to be able to offer a conference that is specifically designed for our female financial advisors across our broker-dealers.”

The W Forum will feature topical breakout sessions on key business techniques and industry topics including: Men and Money: What Female Advisors Need to Know About Working with their Male Clients; Bridging the Gap: Engaging Multi-Generational Clients through Impact Investing; Building Lasting Alliances with Charitable Giving Strategies; Overcoming Your Negative Mindset & Getting on Fire with Your Business; and Fueling Women Business Owners, among many others.

This year’s event will also include a pre-conference charitable event on Sunday, June 5th: a 5k Fun Run/Walk to benefit Girls on the Run Utah, an after school youth development program that serves girls in third through eighth grade. Registration is free with a suggested minimum donation of $50, which will go toward the purchase of a pair of running shoes for the girls who participate in the program. Monetary donations to Girls on the Run can be made via the GOTR website or the Advisor Group donation page.

McGinnis, Brown, members of the firm’s Women’s Advisory Board and presidents of Advisor Group’s four broker-dealers – FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc. – will be available for interviews throughout the conference. For all media inquiries, please contact KCD PR.

Advisor Group, Inc. is among the largest independent broker-dealer networks in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., are Registered Investment Advisors and members of FINRA and SIPC. Advisor Group fosters the spirit of entrepreneurship and independence exemplified by its more than 5,200 affiliated independent financial advisors across the US. For more information, please visit www.advisorgroup.com.


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