Unprecedented collaboration launched to address underrepresentation of women in financial advice

Launches Excell REPRESENT, the first community development event of its kind

OMAHA, Nebraska., October 13, 2022 /PRNewswire/ — Women make up more than half of the US population, but only 20% of financial advisors. The underrepresentation of women in wealth management has plagued the industry for decades, and while much has been said, little has changed.

(PRNewsfoto/Carson Group)

That’s why four industry leaders Carson Group, Fidelity Institutional, Financial Independence Group and Mariner Wealth Advisors are joining forces to host a first-of-its-kind industry event, Excell REPRESENT to address the issues most critical to women. in wealth management and problem solving. make the industry worthy of the women it attracts.

“We felt it was important to send a message together that underrepresentation is bigger than one company, it’s something we all need to solve together,” he says. Pastor Terry, president of the Carson Group. “We are happy to work with competitors and different advisory channels to move the needle on representation and create something that is 100% about bettering the industry and advancing women.”

The inaugural event will be held November 9-10, 2022at the Grand Hyatt in Nashville, Tennessee.and will feature a mix of speakers on the main stage, including 4-time Olympian, laurynwilliamsPPC® Y Molly Fletch who spent nearly two decades as one of the only female sports agents in the world, as well as breakout sessions on topics such as leadership, innovation, financial planning, managing practices, and creating meaningful connections with clients.

“As a firm where 47% of our associates are women, we recognize that it is more important than ever that female investors be able to work with a wealth advisor if that is their choice,” she said. marty bicknell, Chairman and CEO of Mariner Wealth Advisors. “There are many trends in the industry that support this, including a recent study that found that 94% of women believe they will be solely responsible for their finances at some point in their lives. Here are some of the many reasons why We are pleased to be a sponsor of this inaugural conference designed specifically for women in the industry.”

The event will bring together a problem-solving community committed to addressing the barriers women face when joining and remaining in the financial planning profession, recruiting more women into the profession and helping companies develop more inclusive and empowered cultures. future vision.

“Women prioritize what’s important to them: finances, career and general well-being,” said Trevor Norton, senior vice president, director of multi-family offices and strategic accounts at Fidelity Institutional. “This event reinforces Fidelity’s ongoing commitment to building a stronger, more inclusive community that provides the tools and resources advisors need to achieve their long-term career goals.”

“Represent will be the most exciting and impactful gathering of women financial professionals the nation has ever witnessed. The ideas, collaboration and expertise will showcase the outstanding caliber of women in finance today and set a precedent for generations to come.” . Nicholas RossDistribution Director, Financial Independence Group.

There are a limited number of seats available for this year’s inaugural event. To register for the event or view the full agenda, visit https://www.carsongroup-events.com/event/7c4d2947-4761-443e-9806-4b44507520c8/summary.

Carson Group

Founded in 1983 by ron carson and based in Omaha, NebraskaCarson Group serves financial advisors and investors through its three businesses: Wealth Carson, carson training Y Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unlock the full potential of their businesses by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and training. All three organizations share a common mission of being the most trusted for financial advice.

Carson Partners offers investment advisory services through CWM, LLC, an SEC registered investment adviser. Carson Coaching and CWM, LLC are separate but wholly owned affiliates and subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide counseling services.

Financial Independence Group

Financial Independence Group empowers financial professionals to serve their home planning needs in insurance planning and brokerage. Its main lines of distribution include Life, Annuity, Care Planning and Disability Income insurance, both in fixed and registered capacities. Financial professionals can use their services on a transactional basis or customize an offer to include full domestic customer service.

Institutional Loyalty

Institutional Loyalty® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and consulting and practice management for registered investment advisers (RIAs), including strategic acquirers and professional asset managers, as well as administrators of retirement records, brokerage firms brokerage, banking and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to serving third-party institutions, NFS’s brokerage platform supports all of Fidelity’s clearing and custody businesses, including Fidelity’s retail and capital markets businesses, bringing NFS’s assets under management to more than $4.3 billion.

Loyalty investments

Fidelity Investments is an independent company, not affiliated with CARSON. No form of legal partnership, agency affiliation or similar relationship exists between CARSON and Fidelity Investments, nor is such a relationship created or implied by the information contained herein. Fidelity Investments has not been involved in the preparation of the content provided by CARSON and does not guarantee or assume any responsibility for its content. Fidelity Investments is a registered trademark of FMR LLC. Fidelity Institutional provides clearing, custody or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. [eReview number 1051884.1.0].

Sailor Wealth Advisors

At Mariner Wealth Advisors, we provide 360° advice that is built to last. We focus on one thing: partnering with clients to create a financial strategy for today and beyond that is flexible enough to change along with them. The last goal? Helping Clients Identify What’s Important So They Can Achieve Their Goals – We’re committed to being here for whatever life throws your way. We have built our firm around what our clients need. We started by offering estate planning resources and then added services from tax planning to insurance, all under one roof. We believe that this integrated approach to wealth management helps simplify our clients’ lives. Founded in 2006 with $300 million in assets under advice, Mariner Wealth Advisors and its affiliates now advise on more than $60 billion in assets (as of 06/30/2022).

Press contact:
Carson Group
megan belt
[email protected]

Lisa Aldape
[email protected]



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SOURCE Carson Group

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