Securities America’s Super Women Summit draws capacity crowd
The room was filled to capacity for the 2017 Securities America Super Women’s Summit, Monday, June 26. The invitation-only luncheon was held during the independent broker-dealer’s Connect National Conference in San Diego, California.
“What started 10 years ago in Boston as a simple dinner conversation among 25 top women advisors has grown into a hugely popular special event,” said Janine Wertheim, Securities America Advisors president and chief marketing officer for Securities America. “The Super Women’s Summit provides our female advisors an enriching and reaffirming environment to learn and network.”
Thirty percent of Securities America’s licensed representatives are female. One hundred women advisors were on hand to hear keynote speaker Adri Miller-Heckman’s presentation “When Purpose and Passion Collide; Female Advisors Take Success to New Heights.” Illustrating her talk with personal stories, the career coach and author of “The Keys to the Ladies Room” discussed the importance of knowing the difference between passion and purpose and their place in creating a fulfilling and successful financial services career. She also emphasized it’s not necessary for women advisors to follow a traditionally masculine business model; a woman’s way of doing business may be different, but it can be just as profitable and empowering.
“She was spot on,” said Anne Buck of Schumann and Buck Financial Services in New Braunfels, Texas. The advisor said that, prior to joining the Securities America family, she felt like she was trying to conform to a professional mold that just didn’t fit her – a traditionally male approach to business. Buck’s concept of how to achieve success, the type of inspiring relationship-building model described by Miller-Heckman, felt right.
“Coming to Securities America and really starting at the beginning and creating me, again, has been really authentic,” Buck said. “I think that’s what Adri was saying. You need to feel good about what you’re doing.”
Finding a broker-dealer that provides women advisors independence and the right kind of support is important, Wertheim said. “They need to be able to build a practice that is real to them, and encourages them to use their innate skills in their clients’ best interests.”