ProEquities Partnership with The W Source
Challenge
ProEquities, an independent financial advisory and brokerage firm and subsidiary of Protective Life Corporation, saw a need to expand networking opportunities for women financial advisors.
Actions
In February 2019, ProEquities announced a partnership with The W Source to expand professional networking and business coaching resources for its women financial advisors. The W Source facilitates the formation of local networking groups encompassing 20-25 members, representing female business professionals across adjacent industries who meet monthly to share knowledge, communicate best practices and potentially generate referrals and other new business opportunities. The W Source provides each group leader, the chapter head, with a collection of proprietary resources and tools, as well as customized coaching, to help guide their efforts. Under this new partnership, ProEquitiesaffiliated women advisors are now able to form and lead their own groups. The partnership complements the mission of the ProEquities Women’s Networking Forum, which offers a forum, both inperson and virtual, to discuss a wide range of practice management topics – such as client acquisition, retention and succession planning.
Outcomes
Since its inception, a number of women have participated in networking groups with The W Source. Additionally, the partnership enabled ProEquities to introduce new women advisor-focused professional education and development tracks at its annual national conference, APEX.
Contact
Martina Winston
Quote
Protective is excited to join hundreds of companies and leaders throughout the United States in signing the CEO Action for Inclusion pledge. We are proud of the work we’ve done to support diversity and inclusion at Protective and in the communities where we live and work, but we also realize achieving our goals is a journey that will take time. We look forward to learning from our peers and working together to advance change.