As the preeminent professional organization for women in the financial services industry, WIFS is dedicated to attracting capable women to the financial services sector, helping them develop their talents and advancing them toward their fullest potential. WIFS currently attracts over 1,300 women. Members consist primarily of financial advisors, agents, representatives, CPA's and attorneys. Industry statistics show that women who join professional associations are more successful. WIFS operates over 25 regional chapters across the United States, and offers many benefits to members. WIFS hosts an annual National Conference featuring development workshops and well-known speakers. The conference serves as an educational platform as well as an opportunity to recognize member achievement, and to encourage networking. WIFS also offers support through monthly webinars, recognition programs, Mastermind groups, mentorship, and so much more! WIFS is fortunate to have support from nationally-recognized corporate partners including Penn Mutual, Guardian, Prudential, Ameritas, Lincoln Financial Group, Mutual of Omaha and New York Life. No other professional organization offers programming designed exclusively for women, by women. Become a member today!
External link for Women In Insurance & Financial Services
1800 E Ray Rd
Suite A106
Chandler, Arizona 85225, US
Women In Insurance & Financial Services reposted this
We’re pleased to once again be a 2024 Partner for Excellence with Women In Insurance & Financial Services (WIFS). As the largest professional association inspiring women to thrive in our industry, WIFS continues to make a significant impact. Be sure to join us at the WIFS national conference, Thrive, in Philadelphia from October 14-16. Learn more and register for this inspiring event: https://bit.ly/4gugwUh
Get ready to 🌱THRIVE🌱 on the Main Stage with our fabulous line up of speakers! Swipe to see who will be taking on the main stage throughout the WIFS National Conference. We can't wait to see this amazing lineup in action in less than two weeks! 🥁#WIFSThrive2024 Thank you to our event title sponsor, Equitable! Elyse Archer, Angela Ribuffo, CFP®, RICP®,ChFC®, CDFA, CLTC, WMCP, Christy Aleckson, MBA, BFA™, RICP®, WMCP®, Becca Foster, Jennifer Warfield, MS, CFP®, Eszylfie Taylor, Kellan Brown, Kate Healy, Jasmine Yu, PhD, CFA, CAIA, Tanya Geisler, CPCC
As we gear up for the upcoming 2024 National Conference, we want to express our gratitude for the generous support of our sponsors! Your sponsorship plays a crucial role in making this event a success. We look forward to seeing you in just a few weeks and celebrating our efforts in Philadelphia, PA! Equitable Principal Financial Group CreativeOne Cindy Diccianni RN, ChFC, CLTC, AEP, RICP Ameritas NAIFA Finseca Toni Sova-Corfee #WIFSThrive2024🌱
Women In Insurance & Financial Services reposted this
I'm so excited for the WIFS National #Thrive Conference in Philadelphia next month! I can't wait to share the latest perspectives from Spyglaz AI on how AI can impact the gender gap in financial services. There's so much to gain from attending and -- good news -- there's still time to register! Click below to save your space... https://lnkd.in/eTdExcVz Special thanks to Neeraja Rasmussen for your support of WIFS!
📢Upcoming Education Webinar📢 Our October Education Webinar, Embracing AI to Build Deeper Client Relationships, is Wednesday, October 9 at 2 PM ET. While the integration of AI in wealth management has the potential to enhance efficiency and scalability, it can also open the door to stronger human connections and help advisors build deeper client relationships. Cambridge Investment Research, Inc. Investment Research’s Erica Molina CFP (R), AVP, Strategic Planning and Innovation, will explain why advisors and advisory firms should adopt AI solutions to enhance the critical human aspects of client interactions. Register today! WIFSNational.org ➡️Events
Women In Insurance & Financial Services reposted this
Divisional Vice President, Ameritas | Immediate Past President, Women in Insurance and Financial Services (WIFS) | Speaker | Board Member
Future Proof 2024 was a spectacular experience! * insightful sessions * phenomenal speakers * impactful conversations * actionable takeaways * intentional connections This was my first time at Future Proof and it was all I hoped for and more. So thankful for the opportunity to represent Women In Insurance & Financial Services and Ameritas at this one of a kind #wealthmanagement #festival. I was truly #surroundedbygreatness
In the past, the financial world has been dominated by men, but women are changing the narrative. Equitable's latest research study focuses on how women manage their finances — and more specifically, how changes in women’s relationships throughout their lives has a substantial impact on their relationship with money. Read more here: https://lnkd.in/gvGgRbJe
This month's spotlighted member is member at large, Jammie Serrano! Jammie is on the 2024-2025 WIFS National Board slate as our Co-Education Director. “WIFS has helped me expand my network of powerful ladies in Financial Services. As a collective we accept our differences in this industry and lift each other up to reach our greatest potential. With every call, meeting and interaction I feel more inspired.”
🚨Time to Book Your Room! 🚨 September 20 (Friday) is the last day to book your room at the special WIFS group rate. Visit WIFSNational.org 👉 Events 👉 National Conference 👉 Hotel Information to learn more and book!
Get Ready to Thrive! We can't wait to welcome you to the Thrive Americana Reception on October 15th! Come dressed to impress in your favorite Americana-themed attire—whether it's channeling an iconic figure or showing off your patriotic spirit. Expect a night filled with karaoke, delicious food, and unforgettable fun! ❤️🤍💙 Don't miss out—register now at www.WIFSNational.org!