Position Your Practice Masterclass

Ready to grow your practice and build it with your ideal clients?

Thursday, May 12, 2022
5:00 PM – 7:00 PM
South Hills Country Club

Position Your Practice covers seven success strategies for leveraging your brand as a woman financial professional, boosting your visibility and developing a proven client attraction program. In addition to the strategies, we will discuss how to implement these tactics and share advice on overcoming obstacles getting in the way of your growth, such as finding the time and confidence to do it all.

The timing for this topic is so relevant for several reasons. We know that the wealth management industry is lacking when it comes to women advisors. Publications such as Barron’s and InvestmentNews estimate the number of women advisors to be in the range of 20%.1 As for client opportunities, women in North America are now controlling 37% of wealth. This number is expected to grow through 2023 as women now make up 50% of the workforce, and key issues such as wage equality and inclusion is expected to continue to increase that number. The great news for women financial advisors is these women investors prefer to work with likeminded investment professionals like you! Register today and get ready to reap the benefits!

Limited space available. This is an exclusive invitation for women financial advisors in the Pittsburgh area. This invitation is complimentary and non-transferable.

1 https://www.investmentnews.com/wealth-management-needs-more-female-advisers-204509

Agenda:

5:00 PM – Networking and refreshments
5:30 PM – Welcome remarks and dinner
6:10 PM – Position Your Practice keynote presentation
6:45 PM – Questions and open discussion
7:00 PM – Event concludes

MEET THE SPEAKER:

Beth Caldwell is a branding and publicity expert and award-winning entrepreneur. She helps female financial professionals create systems, get organized, increase productivity, and fill their practice to full capacity. Her refreshing style and unlimited energy have impacted professionals around the world.

Beth is the founder of the POSITION YOUR PRACTICE coaching program, Leadership Academy for Women and the host of the popular WebTV Program Monday Morning Mastermind. She spent four years as a global instructor with the Steve Harvey Success Institute, teaching classes on branding, publicity, leadership, time management, and productivity.

Beth has been recognized with numerous awards, including the Pittsburgh Magazine 40 Under 40 award for being an innovative leader, the Woman of Courage Award, and the 2021 Outstanding Women Leaders award.

Fill out my online form.

MEET YOUR HOST:

Marsha Posset is the marketing manager at Fragasso Financial Advisors. Prior to joining Fragasso, she was a marketing director at a local bank. In total, Marsha has fourteen years of experience in financial services marketing. She oversees the marketing plan, strategies, content creation, and budgeting. She also manages a small creative team at Fragasso. She has developed a multi-channel approach to lead generation for the firm consisting of traditional media, digital media, events, and public relations.

Marsha serves as the board president for the Professional Services Marketing Association and as a board member for the Financial Industries Network.