Women of Wealth Management, Assemble!

Future Proof Festival is happening in a few weeks. This is an event you don’t want to miss if you work in wealth management. The speaker lineup is unbelievable. The venue is a boardwalk in Huntington Beach, CA. No cold hotel ballrooms, and no coffee and tea bars at the back of the exhibit hall. There is a bonafide music festival built into the agenda. I never thought I’d see my name on a concert poster. This isn’t your father’s financial services conference.

This is why I am making a pitch to all the women in wealth management to attend. If you were on the fence about attending, please accept my invitation. I would love to see the largest gathering of women in financial services ever at this event. It doesn’t mean we will outnumber the men. Women are still ~20% of the advisor workforce, a statistic we desperately need to increase.

Networking opportunities are the magic that makes events like Future Proof worth the travel and time away from the office. It’s been too long since we’ve had a chance to assemble a group of this size in our industry. Future Proof is open to everyone working in or around the wealth management industry. This includes not only advisors, but wirehouse brokers, asset managers, software providers, bloggers and content creators, and even professionals in transition.

It seems appropriate to issue this open invitation to all women working in the wealth management industry on the anniversary of the passage of the 19th Amendment, which gave women in the U.S. the right to vote. The amendment was certified on August 26, 1920, a full 144 years after the Declaration of Independence. That’s right, women have been entitled to vote for less than half of the history of this country.

The right of citizens of the United States to vote shall not be denied or abridged by the United States or by any State on account of sex. Congress shall have power to enforce this article by appropriate legislation. – 19th Amendmend to the US Constitution

On social media, the hashtag #WomensEqualityDay is circulating to celebrate the 19th Amendment. In truth, we are a long way from equality and moving in the wrong direction. Sometimes it takes the collective action of citizens, or in this case professionals in the wealth management industry, to rise up and effect change. Perhaps we can plant a few seeds for such action when we meet a Future Proof. I hope to see you there.

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