is our premier event exclusively for the women in our network where they hear keynote speakers, participate in break-out sessions and financial professional-led workshops, and network with their peers.
Women Forward, Advisor Group’s women’s initiative, strives to be innovative and provide thought leadership for the support and advancement of women in our industry.
To transform the financial advice industry into one in which women lead and flourish.
To attract, develop, and nurture women-financial professionals and associates affiliated with our firms through programs that are innovative, educational, and actionable.
is designed to tap the knowledge and expertise of our network’s top-producing male and female financial professionals as they provide real world guidance and share their expertise with financial professionals. Central to this flagship program’s success is its focus on collaboration, education, and networking.
professional networking program offers a unique and innovative way for female financial professionals to build a W2W networking group with other trusted female professionals such as CPAs, attorneys, and risk management specialists.
is a sequence of quarterly webinars to support female financial professionals. The webinars focus on best practices, industry trends, and peer perspectives.
in the form of a library of pre-approved client engagement materials are available to enhance all financial professionals’ interactions with women investors and help them grow their practices.
Advisor Group and SagePoint Financial are proud to have taken a corporate “Parity Pledge,” publicly committing to interview at least one qualified woman candidate for every open position, vice president and above.
Ready for an Extraordinary Partnership?
20 E. Thomas Road
Phoenix, AZ 85012
If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.