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web210112 - MDRT Special Event: Rock-star Status: How Female Advisors Succeed (and help others do the same)

‐ Jan 12, 2021 2:00pm

Join MDRT members Regina Bedoya, CLU, ChFC; Vanessa Y. Bucklin, MBA, CLU; and Addie Murdock for a panel discussion to address the singular experience of being a woman in the financial advisor world. The panelists will share their own success stories, including how they’ve gained confidence, the self-improvement techniques they’ve adopted, and the important and challenging task of differentiation. They will also share tips for other female advisors on working with men, women and couples, as well as how to recruit and retain more female advisors into the profession.

The discussion will be moderated by 13-year MDRT member Juli Y. McNeely, CFP, CLU. There will be a live Q&A session after the presentation.