Managing Your Career: A Forum of Female Advisors - NAPFA Credit Only

Managing Your Career: A Forum of Female Advisors - NAPFA Credit Only

K-Marketing and Practice Management

Eileen O'Connor, Jen Dawson, Ami Shah

Member: $0.00
Non-Member: $39.00Your price

Published: 11/12/2020

Please join us for a unique conversation about how to manage your career as a female advisor in wealth management. Eileen O’Connor, CEO and co-founder of Hemington Wealth Management, shares her journey and perspectives as an advisor who started small and ultimately started her own firm that has grown to over $700M AUM and 16 team members in the past seven years. O’Connor’s fellow rainmakers at Hemington, Jen Dawson and Ami Shah, round out a panel discussion that highlights key career decision points and tips for thriving in our current remote-working world.

Learning Objectives:
• Discover new ideas, inspiration, and resources for navigating their careers – often more of a jungle gym than a progression up a ladder.
• Learn from the key decision points in three female advisor’s careers and how they managed the risks and opportunities to pivot.
• Identify new ways to overcome COVID-related challenges – managing ourselves (and staying sane!), working well a remote team, and even bringing on new hires.

This webinar is sponsored by the NAPFA Women’s Initiative.

1 NAPFA CE in K – Marketing and Practice Management will be posted in your NAPFA CE record after downloading this recording.

This is a recorded webinar from November 12, 2020.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.