Openwork relaunches the conference of women in financial services

Openwork Partnership relaunched its annual conference on Women in Financial Services.

The conference, which is the third event under the theme Inspiring Women in Financial Services, will be held at the Grand Hotel in Birmingham on Friday 17th September.

Speakers at the event include entrepreneur, financial coach and skilled financial planner Catherine Morgan, Paralympian, 7/7 survivor and author Martine Wright MBE, and comedian Cally Beaton.

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Attendees from across The Openwork Partnership will hear a series of Q&A and panel discussions as well as presentations on sales ideas and skills and have the opportunity to network with colleagues.

Claire Limon, Network Director at The Openwork Partnership said: “It will be great to have the face-to-face meetings again and a real pleasure that we can resume the Women in Financial Services conferences after such a success with the first two.

As the title of the conference suggests, the goal is to inspire women and provide role models as we build on the company’s commitment to supporting women in financial services and to bridging the gap between female financial advisers. “

Sonia Wheeler, Managing Director of Essential Wealth Management, added: “I am delighted that the event is taking place this year, given the experiences and positivity of previous events. The agenda and the speakers have been carefully considered to inspire and engage.

“The Partnership is passionate about encouraging women to pursue careers in our profession and I am delighted to be a part of it. “

Sarah Hogan, Certified Financial Planner at KBA Financial, said: “I am very happy that we are able to host this conference in person again this year. Sonia and I have worked alongside Openwork from the beginning to bring three years of this conference to the female population of The Openwork Partnership, be they advisors or support staff and we missed it very much last year.

“The event is a chance to network, to learn, to grow, to be inspired by people both within the industry and outside to try to encourage more women in the profession more fantastic that we all love. “

Openwork Partnership has increased the number of female financial advisers with over 30% of all advisers across the network and up to 40% interns in The Openwork Academy. About 45% of the advisors at the Owl Financial protection firm are women and 56% of new hires in the first half of the year are women.


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