Advisor Group Launches “Women are Architects of Change” Campaign

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Leading broker-dealer network to honor females in financial services during Women’s History Month

Advisor Group

Women’s History Month provides Advisor Group with an invaluable opportunity to discuss the role of women in financial services.

Advisor Group, one of the largest independent broker-dealer networks in the nation, unveiled earlier this month their “Women are Architects of Change” campaign in honor of Women’s History Month in March. In partnership with the firm’s Women FORWARD initiative, the campaign seeks to highlight and honor past, present and future architects of change within the financial services industry and beyond.

The “Women are Architects of Change” campaign will feature a variety of digital and media assets to include video, whitepapers and advisor features distributed on the company’s LinkedIn and Twitter accounts and via a strategic postcard campaign.

For more than a decade, Advisor Group has dedicated itself to becoming a thought leader and preeminent destination for independent female financial advisors, as well as a go-to source for advisors looking to enhance their relationships and connect with more female investors. Women FORWARD and the annual W Forum women’s conference are cornerstones of the firm’s efforts to support the growth of both female advisors and investors.

Advisor Group is led by Erica McGinnis, the firm’s President and CEO. Valerie Brown will be joining Advisor Group as Executive Chairman, once a proposed sale of the firm is completed in the second quarter of 2016. Both are dedicated advocates for women in the financial services industry. In 2015, McGinnis was named to InvestmentNews’ inaugural Women to Watch list, which honors female advisors and executives who have elevated the financial advice industry in some way. Brown has been included in Investment Advisor’s IA25, a list of the most influential individuals in the independent advisor business, as well as the 50 Top Women in Wealth by AdvisorOne, and to the InvestmentNews Power 20, which highlights individuals expected to have the greatest impact on financial advisors and the industry in that year.

“Women’s History Month provides Advisor Group with an invaluable opportunity to discuss the role of women in financial services,” said McGinnis. “We’re in a unique situation at Advisor Group with an outstanding representation of women in leadership roles and we hope we can continue to influence diversity in our ever-evolving industry.”

Women FORWARD was created to foster an environment of success for female advisors and to provide a wide-range of guidance to both male and female advisors looking to grow their relationships with female clients. The comprehensive program includes mentoring, training and networking initiatives designed to engage and inspire todays, and tomorrows, female advisors. Advisor Group had 139 total participants in their 2015 Mentorship Program class, which included 41 male mentors.

The W Forum annual conference offers education and networking opportunities for all women affiliated with Advisor Group’s four broker-dealers. Advisor Group will host the 2016 W Forum in Salt Lake City, June 5-7. This will be the 10th annual women’s conference.

About Advisor Group
Advisor Group is among the largest independent broker-dealer networks in the United States. The four broker-dealers that comprise Advisor Group – FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc. and Woodbury Financial Services, Inc., are Registered Investment Advisors and members of FINRA and SIPC. Advisor Group fosters the spirit of entrepreneurship and independence exemplified by its nearly 6,000 affiliated independent financial advisors across the US. For more information, please visit

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