30 April 2026
The Metropolitan Club
One East 60th Street
New York City
Own your power.
As investing advice becomes more commoditized, advisors have to work harder to distinguish themselves and being nimble to adapt to a rapidly shifting industry. Join AdvisorHub publisher Tony Sirianni and co-hosts Holly Reimel and Beth Fitzgerald, co-founders of AdviseHer, for best practices on building your brand, improving your communication, serving clients and growing your business. And, hear the latest from industry leaders on investment strategy, practice management and the evolution of wealth management.
Why attend?
Quick, focused and impactful sessions with great speakers compress two days of ideas and strategies into one.
A network of talented women advisors from across the country, connecting and sharing their best ideas.
Central Park in Spring is an extraordinary spectacle, and New York is easily accessible from anywhere in the country.
| 8:00am | Registration Opens |
| 9:00am | The Year Ahead: Problems and Possibilities |
| 9:10am | Driving Financial Futures |
| 9:40am | Embracing Change to Fuel Growth |
| 9:55am | From CSA to RM |
| 10:10am | Keynote Speaker |
| 10:25am | Break |
| 10:45am | Personal Branding: Tell Your Story, Stand out from the Competition |
| 11:15am | Optimizing Your Digital Footprint |
| 11:30am | Investing in You. Investing in Your Team |
| 12:00pm | Lunch |
| 1:10pm | Following the Momentum: What’s Working in 2025 |
| 1:30pm | The Subtle Art of Never Asking for a Referral |
| 1:45pm | Leveraging Experts for HNW Clients |
| 2:15pm | The Mindset and Power of Women in Wealth Management |
| 2:30pm | Deliver the Experience High-Net-Worth Female Clients Crave/td> | 2:50pm | Keynote Speaker |
| 3:10pm | Break |
| 3:30pm | Women, Representation, and the Future of Finance |
| 3:45pm | Elevate Your Practice |
| 4:00pm | Economic Outlook: What’s Next? |
| 4:20pm | 20 in 20: Best Ideas from Advisors, for Advisors Discussion groups of advisors to share their best ideas. The top 20 are shared at the end of the session. |
| 4:50pm | Closing Remarks Tony Sirianni, CEO + Publisher, AdvisorHub |
| 5:00pm | Cocktail Reception |
| Agenda subject to change. |
Agenda
This program was put together with the input of our Women’s Planning Council, a group of women advisors interested in helping their peers succeed.
Agenda subject to change.
2026 Co-Hosts
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![Beth]()
Beth Fitzgerald
CO-FOUNDER
AdviseHer Consulting -
![Holly Reimel]()
Holly Reimel
CO-FOUNDER
AdviseHer Consulting -
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Tony Sirianni
PUBLISHER & CEO
AdvisorHub
Diamond Sponsor
Platinum Sponsors
Gold Sponsors
Silver Sponsor
About the venue.
The Metropolitan Club was founded by a group of prominent New Yorkers that included among them J. Pierpont Morgan, the first club President. Designed by Stanford White at the height of the American Renaissance, the Club is a social and architectural landmark, cherished by members and guests alike for more than a century. Upon completion, the "Marble Palace", as described by the New York Times, was the largest and grandest of the area mansions.
Read the Club Rules.
