Advisor Group Partners with The W Source to Support Advancement of Women in Financial Services

By: CPA Practice Advisor

February 8, 2018 - Advisor Group, a network of independent financial advisory firms, has partnered with The W Source, a nationwide networking organization for female professionals. The partnership will entail robust marketing and promotional support for The W Source, with the goal of driving awareness and support for the advancement of female advisors across the financial services industry.

Launched in September 2017 with corporate offices in Santa Barbara, CA., The W Source helps female professionals grow their businesses by establishing networking groups of 20-25 professionals in local areas and offering proprietary tool and resources, marketing support and dedicated sales coaches that assist them in running their local chapters. Members include financial advisors, CPAs, attorneys and risk management specialists. The W Source™ currently has 12 operating chapters and hopes to expand into 150 markets nationwide by the end of 2018, with marketing and advertising support from Advisor Group.

“Providing actionable solutions that can have an immediate and significant impact on the growth and success of our female advisors is a key commitment for us. Our Women Forward program’s focus on education and mentorship is a great example of that,” said Valerie Brown, Executive Chairman of Advisor Group. “When we learned about The W Source, we knew it was a perfect complement to our existing programs. By providing playbooks, coaching support and more, the W Source is a unique program designed to make it easy for women advisors to establish their own local professional networking groups.”

This partnership announcement coincides with Advisor Group’s 12th annual W Forum conference taking place February 7-9 in New Orleans. The W Forum is a key facet of Advisor Group’s Women Forward initiative, which provides female advisors with access to myriad opportunities for mentoring, training and networking. The theme of this year’s event, “Focus your Power,” will center around empowering women to explore their unique skill sets to grow their practices while making a tangible difference in clients’ lives.

“It is such a rewarding experience to work alongside so many empowering women and men, including the leadership team at Advisor Group, who are committed, engaged, and eager to help grow female-centric businesses," said Hannah Buschbom, co-founder of The W Source. “As our network continues to cultivate new opportunities and we bring on board influential industry partners, I am hopeful and excited to watch the direct impact we can make on women’s professional growth nationwide.”

Read the article at CPA Practice Advisor.