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Supporting the next generation of female financial advisors

On Oct. 14-16, the Ladenburg Institute of Women & Finance Symposium held another Link to the Future (LTTF) program in New Orleans.

Ten female college students were accepted to participate. They came from universities across the country, including: John Hopkins, Cal State, University of Nebraska and Georgia Southern. Many of the participants already had some understanding of the financial services industry since they were daughters or associates of advisors within the Ladenburg network of companies.

Preconference sessions included: a financial services fundamentals course that touched on key terminology; details on an advisor’s day-to-day tasks; information on alternate industry roles in compliance, technology and client service; and actions steps for moving into a successful career.

The students also enjoyed an interactive session with three women financial advisors representing diverse business models. Students asked about challenges, best practices and what is involved in working with investors. Panelists Sandra Wagner, Dominica Henderson and Melanie Reeve shared their personal stories, passion for their profession and willingness to support the next generation.

Each student was introduced to an advisor host at a cocktail reception. These advisors introduced the students to other professionals and answered questions that came up during the different sessions and activities.

Feedback was overwhelmingly positive. Participant Rachel Tiedemann said,

The symposium was really helpful, and I had an amazing mentor. We have already connected offline to keep in touch. She proved to be a valuable resource, and I know she will be a wealth of knowledge to me. We even have similar work styles!

As the industry strives to recruit young professionals and raise the ratio of women to male advisors from 16 to 50 percent, programs like LTTF provide real world insights to promote financial advice as a career. Encourage young people – especially women – in your network to attend a future LTTF event!

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Sponsors

Link to the Future is a Ladenburg Thalmann Financial Services, Inc (LTS) sponsored program.

Ladenburg Thalmann & Co. Inc., Member NYSE, NYSE American, Securities America, Inc., Triad Advisors, Investacorp, Securities Service Network (SSN) and KMS Financial Services, Inc, Members SIPC, are all wholly owned subsidiaries of LTS.