Third Annual Ladenburg Institute Of Women & Finance Symposium Celebrates Excellence In Financial Advice And Explores Industry Opportunities
Annual invitation-only event welcomed 125 attendees to Atlanta Oct. 20-21
Featured speakers shared expertise on money and relationships, long-term care concerns, female entrepreneurship, marketing and more
Donation made to Susan G. Komen for the Cure
MIAMI, Oct. 28, 2014 /PRNewswire/ -- Ladenburg Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA) ("Ladenburg"), a publicly-traded diversified financial services company, in conjunction with its independent broker-dealer subsidiaries Investacorp, Inc., Triad Advisors, Inc. and Securities America, Inc., hosted its third annual Ladenburg Institute of Women & Finance Symposium on Oct. 20-21 at the Intercontinental Buckhead in Atlanta.
The event brought together 125 attendees representing top women financial advisors from across Ladenburg's independent brokerage and advisory firms with the objective of developing and accelerating the success of female advisors.
"It was a tremendous privilege to welcome advisors from 28 states. We are incredibly proud of Ladenburg's female advisors, and to see such an accomplished, talented group of women come together and share their experiences and wisdom with each other was inspiring," said Jaime Desmond, COO of Ladenburg Thalmann Asset Management. "Our event sponsors brought in top-notch speakers and educators for the conference. Each year, the Ladenburg Institute of Women & Finance grows in its impact on our team, and it is entirely due to the caliber of our advisors and the dedication of our sponsors."
Over the course of two days, a dynamic set of speakers discussed issues facing female advisors, including navigating the ever-changing relationships at the core of financial advising—from counseling modern couples to preparing clients for family members' health crises. Speakers also addressed key challenges in today's business environment, such as developing individual brands, conquering the confidence gap faced by professional women, and incorporating the latest social media into marketing efforts.
- Kathleen Burns Kingsbury, founder of KBK Wealth Connection and author of "How to Give Financial Advice to Women" and "How to Give Financial Advice to Couples," discussing the complexities of modern love and finances.
- Eldercare expert and author of "Stuck in the Middle: Shared Stories" Barbara McVicker, explaining best practices for helping clients cope with the stress and fear around aging parents.
- Corgenius CEO and author Amy Florian sharing tips on guiding clients through long-term care issues.
- Mo Campanella, founder of Delta Veritas Group, leading a discussion on how to be a thriving entrepreneur as well as a top financial advisor.
- The Female Affect founder Ann Hughes illustrating the importance of developing voice, authenticity, and self-confidence.
- Crystal Thies, a.k.a. "The LinkedIn Ninja," and Ted Jenkin, founder of oXYGen Financial, sharing a wealth of knowledge and expertise on marketing using the latest social media channels.
For each Twitter user who retweeted Mr. Jenkin during his presentation, oXYGen Financial pledged a $25 donation to Susan G. Komen for the Cure, which resulted in a $1,000 donation. Ladenburg Thalmann along with its independent brokerage and advisory services subsidiaries Investacorp, Inc., Triad Advisors, Inc., Securities America, Inc. and Premier Trust, will match this pledge, making a total donation of $5,000.
In addition to offering advisors solutions for managing their firms more efficiently and strategies for coping with client issues across all generations, the Ladenburg Institute for Women & Finance introduced new mentors and mentees through the LIFT Mentoring Program, now in its second year. Through this initiative, younger advisors and career changers are given the opportunity to learn and benefit from the experience of more seasoned advisors throughout the following year, setting their own agendas to speak and meet regularly.
The next Ladenburg Institute of Women & Finance Symposium will be held in October 2015 in Chicago.
About Ladenburg Thalmann:
Ladenburg Thalmann Financial Services, Inc. (NYSE MKT: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries include industry-leading independent broker-dealer firms Securities America, Inc., Triad Advisors, Inc.,Investacorp, Inc. and KMS Financial Services, Inc. as well as Premier Trust, Inc., Ladenburg Thalmann Asset Management, Highland Capital Brokerage, Inc., a leading independent life insurance brokerage company, and Ladenburg Thalmann & Co., Inc., an investment bank which has been a member of the New York Stock Exchange for 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures and leadership. For more information, please visit www.ladenburg.com.
SOURCE Ladenburg Thalmann Financial Services, Inc.