Jody Boyer, an advisor on our team at Chesapeake Wealth Advisors, recently attended the 2024 Women Advisors Forum hosted by Janney Montgomery Scott in Philadelphia, PA. This exclusive event brought together a powerful group of women in the financial industry, including advisors, industry leaders, and colleagues, for a day of insightful discussions and valuable networking opportunities aimed at empowering women in the field.
The forum focused on fostering growth, improving business practices, and creating meaningful connections among female advisors. Sessions covered a wide range of topics, including strategies for growing a financial practice, building stronger client relationships, leveraging new technology, and creating effective marketing strategies.
As a speaker, Jody participated in the "Steal the Idea" session, where she shared her approach to attracting prospective clients by hosting lunch and dinner seminars. These events, she explained, provide an excellent opportunity to introduce potential clients to the team at Chesapeake Wealth Advisors and showcase the types of investment solutions we offer. Jody’s session allowed attendees to gain valuable insights from her experience, helping them implement strategies that can drive growth in their own businesses.
The 2024 Women Advisors Forum was a dynamic and inspiring event, providing women in the financial industry with the tools, strategies, and connections needed to thrive in their careers and better serve their clients.
Jody speaking in the "Steal the Idea" session where she shared her approach to attracting prospective clients.
Group Photo!
