Helping women get ahead in financial services
We have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead
March 3, 2017 | by Dale Brown | InvestmentNews.com
While the Financial Services Institute will always be laser-focused on our mission of advocacy on behalf of our members, we have also come to play another very important role: that of a think tank for the independent financial services community. As part of that crucial role, we realize we have a responsibility to help strengthen our community wherever we can, and help it prepare to thrive in the years ahead.
One way we are working to accomplish this goal is to provide opportunities for experienced female executives and financial advisers to come together to address the persistent challenge of helping other women get started—and get ahead—in the independent financial services world.
At our recent OneVoice conference in San Francisco, we hosted our first Advancing Women in Leadership Luncheon—an extensive pre-conference workshop dedicated to helping successful women executives share their experiences for the benefit of other attendees, as well as to help our female members build and strengthen their networks within the industry.
I have been using Blue Vault Partners for the past five years. I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs. The reports help me analyze which sponsors are doing a responsible job of managing their offerings. This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.