Invest in Women Conference: A Recap from Boston

This past April, three women from Mutual of Omaha (Blanca Chow, Belinda Zarate, and Daniela DeLuca) had the privilege of attending the highly anticipated Invest in Women Conference in Boston. It was an inspiring and insightful event, bringing together female leaders and innovators from across the financial services industry.

The conference truly delivered on its promise to empower and connect women in finance. Key themes that emerged throughout the sessions included:

• The Evolving Client Relationship: Discussions emphasized the shift towards more holistic financial planning, focusing on clients' life goals beyond just investment returns.
• Leveraging Technology for Growth: Speakers highlighted how technology, from AI-powered tools to enhanced CRM systems, can streamline operations and deepen client engagement.
• Promoting Financial Literacy: A strong focus was placed on the critical role advisors play in educating clients across all demographics, particularly women, to enhance their financial acumen.
• Building Resilient Businesses: Practical strategies were shared on developing sustainable practices, attracting diverse talent, and fostering inclusive work environments.
• The Power of Community: Beyond the formal sessions, the networking opportunities were invaluable. Connecting with peers, sharing experiences, and forging new relationships reinforced the strength and vibrancy of our "Women in Wealth" community.

The energy in Boston was palpable, and we left feeling re-energized, equipped with new strategies, and deeply connected to a powerful network of female professionals. We look forward to seeing the positive impact these insights will have on our practices and our clients. Please look for more information for the 2026 conference!