Continuing the Conversation: Is It Different for Female Financial Advisors?

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Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion. We’ll go beyond the headlines and dive into the experiences, challenges, and opportunities that shape our careers. This is not a lecture—it’s a space for connection, honesty, and mutual support.

Last year, we surveyed over 100 women across the financial advisory profession, and the results were clear: Women have made incredible strides, but many still experience leadership, opportunity, and even everyday client service differently than their male peers.

Our survey revealed:

Mentorship often exists — but real sponsorship is still too rare.

Imposter syndrome isn’t a lack of confidence — it’s often a sign that the system still wasn’t built for us.

While DEI initiatives are more visible, many women feel they create surface-level change rather than meaningful impact.

True allyship, collaboration among women, and values-driven leadership are key to changing the future.

Whether you're early in your career, leading a firm, or somewhere in between, your voice matters. Your story matters. We’ll explore our own personal stories, do some deep thinking, and harvest our experiences. Let's build a better future — together.

Come ready to share, listen, and leave inspired.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Gretchen Halpin

Co-Founder

Beyond AUM

Over the course of her 30+-year career, Gretchen has founded and grown more than five businesses. Her journey to success has been guided by one true passion: to help people create the life they want, even when that means challenging the status quo. As Beyond AUM's co-founder, she works with dozens of advisory teams, COIs, custodians, and technology vendors garnered a deep understanding of how the client experience impacts the bottom line and growth of an advisory firm. It also inspired a mission to see independent financial advisors serve more individuals in smarter ways – to both better reach and better address their evolving needs.