Mar 8, 2023

Hear how Trisha Qualy prepared for and accomplished a goal she had for 20 years: completing a marathon! Trisha will share lessons that she learned during her training journey and how those lessons apply to business.

Mar 8, 2023

This talk will give the audience a greater understanding of the importance of creating an inclusive environment for their clients, peers, and fellow humans with disabilities.  As financial advisors, we have clients and peers that have passion and ability and just need access to the tools to allow them to be...

Mar 8, 2023

Let me help you, not make the mistake I made, selling my practice that I built over the last 36 years without truly knowing the emotional, physical and mental impact on me, my life and everything that is most important to me.  As women advisors, we play a critical role in the lives of our clients, helping...

Mar 8, 2023

Joann discusses the Art of Manifestation using real examples, where she has manifested a better life for herself personally and professionally. Manifestation includes writing down goals and also, working your hardest at completing these goals.

She also discusses the different versions of...

Mar 8, 2023

In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your...