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A Win-Win Strategy for Women Financial Advisors
Added: 03/16/2004
Type: Summary
Viewed: 545 time(s)
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A Win-Win Strategy for Women Financial Advisors

HOUSTON, Texas -- The Women's Interfinancial Network, Inc. (WIN) announces the formal launch of their professional organization designed specifically for women financial advisors. The Women's Interfinancial Network promotes professional excellence for women financial advisors through advocacy, visionary leadership, and high quality programs and services.

The Women's Interfinancial Network (WIN) is dedicated to the support, development, and recruitment of women financial advisors. Member practitioners include investment management consultants, certified financial planners, registered investment advisors, registered representatives, certified public accountants, attorneys, and insurance representatives.

The Mission of WIN is to champion and support women financial advisors in realizing their full potential. This core mission will be accomplished via a dynamic and diverse community of practice that inspires a standard of excellence through shared vision, shared learning, shared expertise, shared commitment, and shared passion for the profession.

An example of professional services provided by WIN are:

• Compliance and Legal Services Program that will provide a number of services, workshops, and assistance that will allow members to stay up-to-date on regulatory and legal development that impact the practice of financial planning and advice.
• Mentoring Program specifically tailored for WIN members and will pair high-potential women adivors with senior advisors and executives from various organizations and industries.
• WIN on Tour Program which is a travelling seminar and is presented in conjunction with universities across the country to promote the financial planning and advisory profession to young women.   

The combination of traditional and premium services in conjunction with top strategic partners results in a unique and robust resource program for women advisors. In addition, WIN offers networking opportunities that encourage women to broaden their professional networks, further their business interests, and enhance their skills.

"A primary request of women advisors today is a network of support and solutions aimed at their specific problems and challenges." Said Darla Wilton, president of WIN. "We want to be cutting-edge in providing solid content and solutions that help women advisors succeed and encourage more women to enter this highly rated profession."

Darla Wilton is the Founder and President of the Women's Interfinancial Network, Inc. A graduate of the University of Texas at San Antonio where she earned her M.B.A. in 2003, Ms. Wilton also holds 7 industry licenses and brings 23 years of diverse experience within the financial services industry.    


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