Ladenburg Thalmann Financial Services is taking steps to help enhance the growth and success of female advisors.
Ladenburg announced that its Institute of Women & Finance entered into a strategic partnership with The W Source, a nationwide networking organization for female professionals. The partnership will aim to support female financial advisors' businesses through business network referrals and help drive the advancement of women within the industry.
According to Janine Wertheim, president of Securities America Advisors and a Ladenburg Institute of Women & Finance committee member, "this turnkey program is an incredible opportunity for female advisors with a passion for serving the community of women business professionals while growing their businesses by providing comprehensive financial advice."
The Ladenburg Institute of Women & Finance, founded in 2012, offers women at affiliated firms practice management and coaching programs, multigenerational business growth support and mentoring opportunities for younger female advisors as well as career changers.
Ladenburg Thalmann and its wholly owned subsidiaries Securities America, Triad Advisors, Investacorp, KMS and Securities Service Network (SSN) collectively support more than 4,000 independent advisors across the country.
The W Source, which was launched in September 2017, aims to help female professionals grow their businesses by establishing networking groups of 20-25 professionals in local areas and offering proprietary tools and resources, marketing support and dedicated sales coaches that assist them in running their local chapters. Members include financial advisors, CPAs, attorneys and risk management specialists.
