One goal of WIN is to help improve the standards and reputation of a profession that has been tarnished. Another is to empower women independent financial advisors by providing a venue where they will be given the opportunity to enhance their skills, further their business interests and broaden their professional network. WIN will provide a one-stop, robust resource center that can be tapped for support and tools specifically targeted to, and related to, the independent advisor's unique business, workplace strategies/issues, professional development, compliance and financial advisory practice management.
The keys to WIN's success lie in developing a rich, active and diverse membership foundation along with securing critical strategic alliances. Working with this group of interfinancial partners will provide members with exceptional resources and the professional tools they need to stay abreast of the financial services industry and succeed in today's competitive environment.
Darla Wilton is the president of Interfinancial Partners Inc., a broker-dealer servicing independent financial advisors and based in Houston, Texas. If you would like to be a part of WIN as a member, committee member or sponsor, you may contact her at [email protected] or (888) 909-2947.