Lady Bosses: 3 Successful Female Firm Owners Working Virtually with High-Earning Gen X & Y Clients

9:45 AM - 10:45 AM
Learn how these women have created RIAs with six figure recurring revenue while traveling, raising families, and operating in non-traditional ways.

Here's what you'll learn:
• How to work virtually with clients - video conference, cloud based dashboards, utilizing technology to create a seamless process.
• Marketing - non traditional marketing to appeal to your niche (podcast, blog, speaking engagements, video, etc.)
• Planning process - focus on planning not investment returns.
• How each of them do their planning process and how it works with their respective niches.
• Catering to certain demographics based on their shared experience - working with women, first generation immigrants, etc.