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Managing Your Career: A Forum of Female Advisors
Course Information
Content Level: Foundational
NAPFA Subject Area: K-Marketing and Practice Management
Course Description
Please join us for a unique conversation about how to manage your career as a female advisor in wealth management. Eileen O’Connor, CEO and co-founder of Hemington Wealth Management, shares her journey and perspectives as an advisor who started small and ultimately started her own firm that has grown to over $700M AUM and 16 team members in the past seven years. O’Connor’s fellow rainmakers at Hemington, Jen Dawson and Ami Shah, round out a panel discussion that highlights key career decision points and tips for thriving in our current remote-working world.
Learning Objectives
  1. Discover new ideas, inspiration, and resources for navigating their careers – often more of a jungle gym than a progression up a ladder.
  2. Learn from the key decision points in three female advisor’s careers and how they managed the risks and opportunities to pivot.
  3. Identify new ways to overcome COVID-related challenges – managing ourselves (and staying sane!), working well a remote team, and even bringing on new hires.
Eileen O'Connor
Jen Dawson
Ami Shah