Women’s Retreat to Empower Peer-Led Mentorship and Growth
Opportunities
RALEIGH, N.C. & OMAHA, Neb.–(BUSINESS WIRE)–The Female
Advisor Network, a national membership community of support,
education, mentorship, and collaboration by and for female advisors,
today announces its upcoming inaugural “Invest in You” Sept.
20-22 Atlanta retreat. Unlike a more typical industry conference,
this retreat is focused on personal and professional development
actively designed and planned over the course of the weekend. This
members-only event encourages female advisors to pause and step away
from their work and personal responsibilities short-term in order to
foster their own development long-term.
Founded by Nina
O’Neal, partner at Archer
Investment Management, the Female Advisor Network aims to build an
intersectional, peer-led community of women advisors at every stage of
their careers. “We’re creating this retreat as a platform for women to
collaborate with one another with actionable strategies that are
relevant to both their work and their lived experience. Retreats give
time for reflection and renewed motivation. By being in a relaxed
environment with a community of like-minded peers, attendees will
experience a unique event that is intended for them to unplug, unwind,
and focus on themselves.”
The event, hosted in The
Inn at Serenbe just outside Atlanta, will feature opportunities for
women to forge long-term personal and professional connections with
other female advisors, with a focus on sharing strategies for practice
management and growth. The retreat promises a small-group, collaborative
experience, with time set aside for meaningful connections and
self-directed activity, and has earned support from Orion
Advisor Services, LLC (“Orion”), the premier portfolio management
solution provider for registered investment advisors. In its partnership
with the Female Advisor Network, Orion pledges support for the inaugural
retreat and for upcoming events.
The retreat will be an invaluable experience for women who want to
advance their careers, said Kelly
Waltrich, Orion’s chief marketing officer. “Events like this are
overdue in financial services,” Waltrich said. “Every time you see an
all-male ‘diversity’ panel or hear people call for more women without
putting any skin in the game, you realize the status quo isn’t working.
Orion is committed to helping advisors succeed and innovate for a
better, more inclusive industry. We’re thrilled to partner with the
Female Advisor Network and support the first of what we hope are many
retreats like this one.”
The retreat is open to Female Advisor Network members. Registration
closes on Aug. 20, 2019. The retreats are limited to small groups
and will have limited spacing. Learn more about the retreat here,
or visit the Female Advisor Network’s official site here.
About Female Advisor Network
The Female Advisor Network’s mission is to empower all female financial
advisors by providing a community of support, mentorship, and
collaboration that is for female advisors by female advisors. It is
dedicated to fostering change-makers to help pave a better path for
female advisors in the future and to support one another today. For more
information, visit femaleadvisornetwork.org.
About Orion Advisor Services, LLC
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting
service provider for advisors. Our firm has unique insights into the
advisory profession because it was founded for investment advisors by an
investment advisor in 1999. Orion frees advisors from back-office tedium
so they can enjoy their business again by devoting their time and energy
to better serving clients. Orion provides the integrated and fully
customizable technology solutions that advisors need to help grow their
businesses over the long term. The firm’s technology solutions empower
more than $800 billion in AUA and over 2 million accounts. For more,
please visit www.orionadvisor.com
or follow our news and insights via
our blog.
Contacts
Nina O’Neal
Female Advisor Network
[email protected]
1-888-281-6808
Jimmy Moock
Gregory FCA for Orion Advisor Services
[email protected]
610-228-2125
Mark Grandstaff
Gregory FCA for Orion Advisor Services
[email protected]
610-228-2142
