February 4, 2019 - ProEquities, Inc., based in Birmingham, Ala., is partnering with The W Source to expand its networking initiative for women.
Through its partnership with The W Source, ProEquities’ affiliated advisors will be able to form and lead their own networking groups.
The partnership with The W Source will complement the ProEquities’ Women’s Networking Forum, which offers an in-person and virtual forum to discuss a range of practice management topics like client acquisition, retention and succession planning.
Central to the Women’s Networking Forum is an emphasis on providing information relevant to female advisors across each stage of the business life cycle..
The W Group, based in Santa Barbara, Calif., creates nationwide networking groups of 20 or more women and provides them with proprietary tools to grow their companies and practices, actring as a resource to find a vetted financial advisor, CPA, attorney, or risk management specialist.
Hannah Buschbom, co-founder of The W Source, said that her company had a history of providing opportunities for independent women employed in the financial services industry to learn and grow, and to share their experiences with like-minded professionals.
ProEquities’ strategic alliance with The W Source also created new opportunities for women’s professional education and development at APEX, its national conference.
“It is more crucial than ever for the advisor communities affiliated with independent firms such as ours to reflect the demographics of the country’s population,” said Christopher Flint, ProEquities president and CEO.
Flint also said that his company’s partnership with The W Source would provide women advisors with expertise, coaching and educational resources.
ProEquities, Inc., founded in 1985, is an independent broker-dealer and corporate RIA owned by Protective Life Insurance Co., also based in Birmingham, Ala.
Read the article at Financial Advisor Magazine.