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I was humbled to present to a packed room of other Financial Advisors as well as marketing execs from Merrill Lynch, Morgan Stanley, JP Morgan, Raymond James, Fidelity and more on the topic of best practices in marketing for finance professionals at this year's SIMFA conference in CA. In chatting with folks after, one thing I said that really seemed to resonate was "give people what they want and they will come to you for what they need." Add value to people's lives. Educate, motivate and inspire with your marketing efforts. With that approach, there is no limit to what we can offer. I will say it again, the best is yet to come! I am in the process of turning my marketing vision into tactics and outputs... stay tuned. #SIFMA.
I was humbled to present to a packed room of Financial Advisors and marketing execs from Merrill, Lynch, Morgan Stanley, JP Morgan, Raymond James, Fidelity and more on the topic of best practices in marketing for finance professionals at this year's SIMFA conference in CA. In chatting with folks after, one thing I said that really seemed to resonate was "give people what they want and they will come to you for what they need." Add value to people's lives. Educate, motivate and inspire with your marketing efforts. With that approach, there is no limit to what we can offer. I will say it again, the best is yet to come! I am in the process of turning my marketing vision into tactics and outputs... stay tuned. #SIFMA.
What a perfect way to celebrate International Women's Day last Wednesday speaking to Tufts Medical Center's Women in Medicine & Science committee. It was a room full of talented physicians reviewing how to plan and invest for their futures. To learn more about the exclusive segment of our practice called the Empow(Her) Wealth Group, click here: https://us.rbcwealthmanagement.com/empowerwealthgroup/empowher-for-women
Ten years ago I attended the BBJ Mentoring Monday event seeking inspiration and direction. This week I attended again, but this time I was a Mentor for the 300 women in the room. Being invited back to share advice and inspiration was my complete pleasure and I was honored to serve alongside some amazing and powerful women leaders in Boston like Sally Mason Boemer CFO of Mass General Hospital, Lisa Wieland CEO of Massport, Sandy Lish Founder of The Castle Group, Andrea Cohen Founder of Houseworks, and Kendalle Burlin O’Connell CEO of MassBio. A special shout out to one of MY mentors and absolute superhero, Carolyn Jones, President and Publisher of the BBJ who awarded me as a recipient of a BBJ award and a few years later, graciously wrote one of my recommendation letters to MIT Sloan.
There's s no better way to thank our medical heroes than being able to offer a financial talk last week to MGH & BWH (now MGB) on "Retirement prep in the midst of unknowns". We covered upcoming changes like the RMD age being pushed out to 73 now and 75 in 2033, as well as the extra catch-up for those aged 60-63. If you are an employee of the hospital and would like to learn more about the presentation, pls message me. To learn more about how we empower our community through education, check us out here: www.EmpowerWealthGroup.com