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Women Forward


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.

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Vision Statement

To transform the financial advice industry into one in which women lead and flourish.

Mission statement

To attract, develop and nurture female financial professionals through programs that are innovative and actionable.

W Forum

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.

The Women Forward Mentorship Program

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 female financial professionals. Central to this flagship program’s success is its focus on collaboration, education, and networking.

The W Source

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.


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.

Proud Supporter of

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.

Learn more about the Parity Pledge

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20 E. Thomas Road
Suite 2000
Phoenix, AZ 85012

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