Join an Excell REPRESENT Study Group

Representation matters – and improving the representation of women in wealth management isn’t going to happen overnight. That’s why we’re committing to change for the long haul.

Sign up for a REPRESENT Study Group to continue the conversation throughout all of next year, and possibly beyond. We have four topics, and each group will meet quarterly under the guidance of a subject matter expert in that field.

  • Firm Growth: From marketing to client referrals and beyond, join a group committed to finding prospecting opportunities that lead to valuable firm growth. Share success stories, ideas, tips and more in your quarterly discussions.
  • Firm Leadership: What challenges do you face as a woman in leadership, whether you’re a people manager, firm owner or all the above? This group is committed to not only improving ourselves as leaders, but providing much needed mentorship and opportunity to the next generation of leaders.
  • Firm Operations: Let’s discuss how we support the advisors at our firm, create operational efficiencies and balance the many hats each of us may wear – both in the office and at home.
  • Financial Planning: We have a fiduciary duty to our clients – and we face new challenges every day. Discuss planning situations as a group to learn how other advisors overcame difficult planning situations, found unique solutions and helped their clients.

Keep the conversation going in 2023. Fill out the form and select which Study Group you’re interested in – and don’t worry, you can join more than one.

Which Study Group are you interested in joining? (You may join more than one)