Resources

BUSINESS & PROFESSIONAL DEVELOPMENT

Advance your professional growth and development through community webinars, conversations, and resources.

Winning Strategies for Compensation Conversations & Scaling Client Base

Join Kristy Sullivan, CFP®, AAMS®, Financial Advisor, Raymond James in an illuminating conversation to help you create a client touchpoint strategy that increases your confidence in compensation...

Webinar: Video Marketing Bootcamp with Idea Decanter

Idea Decanter Co-founders and video experts Sharon Gottula and Laura Garfield will share the secrets they use to coach advisors every day to grow your business...

Webinar: MOM-ing & Advising

An honest conversation about Motherhood and the Financial Advising Profession...

Webinar: Building an Enduring Brand with Laura Webb

Developing and communicating a clear brand...

Webinar: Building a Niche as a Certified Divorce Financial Analyst®

Kathleen Miller, CFP®, CDFA® and Carol Lee Roberts,CFP®, CDFA® CeFT® share insights and opportunities for women in the financial advising profession to empower women who are navigating divorce...

Transform Your Marketing: Audit, Optimize & Thrive with Dr. Renee Baker

Ready to revolutionize your advisory practice's marketing strategy? Join Dr. Renée Baker for a dynamic session that will transform how you approach marketing in today's evolving financial landscape...

The Power of Purpose: Aligning Financial Strategy with Community Impact

Community organizations play a vital role in strengthening local communities by providing resources, support, and advocacy for various causes. Financial advisors can benefit from partnerships with...

Finding Success at Every Stage of Your Advising Career

Join our powerhouse panelists as they discuss their tips, perspectives, and well-earned insights to enjoying a fulfilling and successful financial advising career at every stage on your path...

Building Relationships Online: Prospecting Success through Social Media and Marketing

This conversation explores how financial advisors can effectively leverage social media and marketing platforms to prospect, build relationships, and grow their practice. It covers strategies for...

WLA Ambassador UNLOCKED

Optimize Membership Opportunities to Connect, Organize, and Collaborate to Advance Women in Financial Advising Download our WLA Ambassador UNLOCKED PowerPoint: WLA Ambassador Community...

Tough Talks: Building Trust in Client Relationships

Advisors Yvonne Hall, CFP®, CIMA® and Beth Hrubala, CFP®, CRPC®, CDFA®, , CWS®, will share techniques and actionable tools to manage emotionally charged discussions and strengthen advisor-client...

2025 Event & Conference Guide

2025 WLA Ambassador Event Guide...

PERSONAL DEVELOPMENT

Advance your professional growth and development through community webinars, conversations, and resources.

Creating Cultures of Wellbeing at Work

In this session, participants will develop an awareness of the value of a workplace that prioritizes wellbeing and will learn strategies cultivate a cohesive team wellbeing ethos to build a...

Protected: Women’s Wellness Over 40

There is so much that is within our power to make our midlife years our best years yet. With a deepened awareness of the specific needs of our mind and body at midlife, optimized health and well-being...

Developing a Wellness Presence for Professional Impact

You're familiar with “Executive Presence” but today’s leader understands that our well-being plays a key role in our ability to positively influence those around us. Learning to consistently engage...

The Evolving Woman: Achieving True Success in Business and Beyond by Dr. Pamela Grey

Did you know all doors of opportunity swing on the hinges of your emotional competence? The influence of your emotions on your behaviors can determine when and if that next door opens. Emotional...

Jumpstart! Prepare Now for a Healthy 2025

The best time to adopt a healthier lifestyle is today.  The best way to adopt a sustainable healthy lifestyle is through a thoughtful process of choosing, planning, and preparing for change.  In this...

Community and Conversation – What is the Depth of Your Yes?

Are you prepared to say “YES” to more love, health, success, happiness, and creativity? You can find the depth of you answers in this inaugural Community and Conversation exclusive to WLA members...

Laura Webb on Mentorship & Making Connections

Giving back comes naturally to Laura Webb, a Certified Financial Planner® from Asheville, NC. She already serves on the board of the Friends of the Smokies – a non-profit that works to preserve and...