From helping families prosper to the art of negotiation, the 20th annual Raymond James Women’s Symposium was packed with great insight and inspiring speakers. Marilyn Gunther, Melissa Joy and Laurie Renchik recently traveled to St. Petersburg, FL for the opportunity to take part in thought-provoking education sessions and mingle with other women advisors in the Raymond James family.
The trip this year was especially exciting because The Center’s own founding partner Marilyn Gunther received the Raymond James Network for Women Advisors 2014 Women of Distinction award. She was presented with the award by the President of Raymond James Financial Services at an opening night awards dinner. This award is given to women advisors with Raymond James who are exceptional in both their professional and personal contributions.
These are our Top 5 ideas we brought back to Michigan:
- Susan Bradley from the Sudden Money Institute talked about recognizing the role of money in all of the transitions of life. We have come a long way from thinking about money as the accumulation and distribution phase.
- The number of RJ upper management team attending was an acknowledgement of the increasing and effective role of women advisors and women leaders. We have a long way to go, but it is a start.
- Author and former sports agent Molly Fletcher shared her insights about the art of negotiating with an emphasis on belief in what you do and not being afraid to ask the tough questions.
- In the workshop, “The Estate is Set, But Are Families Prepared?” we learned more about helping families thrive and prosper from one generation to the next with family meetings designed to help prepare the next generation for financial and non-financial aspects of wealth transfer.
- On the topic of Women and the World of Finance, Sallie Krawcheck drew on her Wall Street experiences as well as current research to illustrate how companies that embrace gender diversity on their boards and in management often see improved performance and profitability as a result.
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