This past month, I had the privilege of joining my fellow Beyond the Broker co-authors at the Women in Insurance and Financial Services (WIFS) 2025 National Conference in Omaha, Nebraska. Together, we led a panel discussion titled “Breaking Barriers in Finance: How Women Are Redefining Success and Growth.”
A Space for Real Conversations
Our session was designed to spark honest dialogue around what it means to succeed as a woman in financial services today. From navigating independence to building client relationships rooted in authenticity, we shared personal experiences and actionable strategies that have shaped our own careers and those of the advisors we’ve coached and mentored.
The room was filled with incredible energy, genuine engagement, and powerful stories from advisors who are charting their own paths. Sometimes, the most meaningful conversations happen in intimate settings—and this session was a perfect reminder of that.
Beyond the Panel: Connection and Community
One of the greatest parts of any WIFS conference is the networking—on steroids! Throughout the event, I had the chance to reconnect with friends, collaborators, and new faces all united by a shared mission: to help women thrive personally and professionally in financial services.
The enthusiasm, openness, and collective wisdom in every conversation were deeply inspiring. I left Omaha feeling energized, motivated, and more committed than ever to supporting women as they build confidence, clarify their value, and grow thriving businesses.
Moving Forward Together
The WIFS 2025 National Conference once again proved that when women come together to share insights and support one another, the entire industry moves forward. I’m grateful to have been part of that momentum and to continue advocating for women who are redefining what success looks like in this profession.
Thank you to everyone who attended, shared your stories, and connected during the conference. Let’s continue to break barriers—together.
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