There are only two ways to get your thought leadership into the world.
You can write it or speak it.
At Females and Finance, we work hard to make our members great at both!
Can we all agree? It's time for change.
Fresh Faces and Perspectives Found Here!
The women and male allies on this page are excited to work with you at your next event!
Vice President, Head of Business Development | CNote
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Founder & President | Out & About Communications
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CEO | KANTEX Financial
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CEO & Financial Planner | Wealth2k
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Senior Conference Programmer | Arizent
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CEO & Financial Planner | Artisan Financial Strategies
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Regional Vice President | PCN Insurance
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CEO & Founder | LifeLogixs Consultancy
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Author | Consultant | Key Note Speaker
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Elder Law Attorney, Best-Selling Author, Key Note Speaker
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Founder & CEO | College Financial Prep
Topics Include:
Charlie Van Derven
Topics Include:
Marketing Automation
Content Marketing
Running Effect Marketing Campaigns
Peggy Haslach, CFP®,CLU®
Topics Include:
Planning with Pride – Working with LGBTQIA and their families
Longevity Planning for LGBTQIA and women
Investing in Your Values - The Intersection of ESG and DEI
Ryan George
Topics Include:
The Wise Advisor Builds Their Tech Stack on the Rock: Fundamentals of an effective technology stack that reduces friction and optimizes spend
Biggest, Baddest, Latest & Greatest – Megatrends Shaping the Advice Industry
Strategies to Stop Planning and Start Growing (Essentially key marketing strategies for more clients)
Chris Randall
Topics Include:
Money Mistakes Young Investors Make
Building an Investment Portfolio for Millennials & Gen-Z
Financial Planning for Young Families
Rachel Fox
Topics Include:
Workplace Emergency Savings Accounts (ESAs)
Reducing 401(K) Leakage
DEI strategies in Financial Wellbeing
Dan Bolton
Topics Include:
Supercharge Your Marketing: Strengthening Your Brand & Growing Your Business
Unlocking Millenials: Dismantling the Myths & Harnessing the Strengths
Harnessing the Power of Digital Marketing to Grow Your Business
Domenick D’Andrea AIF®, CRC®, CPFA™
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Networking Through Volunteering:
Giveback, Network, and Grow
Growing Through Social Media from the Advisors Perspective
Creatives Uses in Life Insurance Planning
Tina Powell
Topics Include:
Podcast Masterclass - How to Go from Zero to Launch
Personal Branding for Financial Services Professionals
Financial Wellness and Workplace Empowerment for Cancer Patients & Survivors
James Wong
Topics Include:
Insurance Distribution
Mergers and Acquisitions
Business Model Generation
Yes - Every member of Females and Finance can be listed on this page.
Reminder - Your membership tier will determine how your listing shows up on this page.
As Chief Executive Officer of Financial Supermarket at InvestCloud, an established and trusted leader in wealth technology, I drive the strategic vision for our award-winning wealth tech solutions. I 'grew up' in this industry and have held roles in nearly every business functional area, giving me true insight and appreciation for the contributions of the talented individuals I now lead. I deeply value the enduring relationships I've cultivated over the years and am committed to pushing the boundaries of what's expected in wealth management with future-forward technology innovation. As a passionate advocate of diversity and inclusion, I am dedicated to doing my part to drive positive change by educating, empowering and championing others.
"I admire and salute the work Sheryl Hickerson has undertaken to support, empower and drive real change for women and diversity. Many people talk about supporting, but not all take action to make real change. Sheryl takes action! I truly believe investing time, money and energy into DEI will benefit our industry in so many positive ways. Afterall, women have an innate ability to challenge assumptions, inspire teams and dream big – and they translate big dreams and ideas into tangible action plans and results." - Cheryl Nash, InvestCloud