Hidden Insights Group recently completed a study on how to increase the number of successful female financial advisors in the industry. The study focused on prioritizing what’s most important to female advisor success. Some of the areas that rose to the top include work and life integration, financial planning culture, mentorship and more. Learn what advisors think is most important to developing and retaining female talent and share ideas with others on what you can do to foster success for you and your organization.

Inside the webinar
The webinar will focus on how we develop and retain female financial advisors. We will share the overall results of the study at a macro-level, as well as segmented by advisor years of experience. We will then dive into the top results to better understand what female advisors value most and why.

In a peer-to-peer format, we will discuss some of the strategies and leading practices that women use to overcome challenges and how they’ve been able to achieve success. As well as how to evaluate a firm and what to look for in a culture that is supportive of women’s values.

  • What women across the industry see as most important to their success.
  • The capabilities and cultural competencies that are most important to developing and retaining female financial advisors.
  • Ideas on how to overcome some of the big challenges women face in the industry.
  • What’s most important when evaluating whether a firm will be supportive of women.
  • 1634066500-bede04a7ac9bfb78
    Jen Rutley
    Founder & Principal at Hidden Insights Group
  • 1633979735-83fa718e95b813dd
    Sarah Williams
    Vice President, Marketing Communications, CreativeOne