Two wealth advisors from Curi RMB Capital spoke at a recent national conference focused on enhancing opportunities and building community for women in the financial services field.
Partner and Senior Wealth Manager Mohini McCormick, CFP®, and Vice President and Senior Wealth Advisor Christa Madison, CFP®, were featured speakers at the InvestmentNews Women Advisor Summit, held May 23 in Chicago. McCormick and Madison are both based out of Curi RMB Capital’s Chicago Western Suburbs office located in Oakbrook Terrace.
McCormick was a panelist for a session titled “Navigating the Future Investment Landscape: Trends for Effective Financial Planning.” The panel covered current and emerging economic and market trends, including the geopolitical landscape; the impact of lower-cost passive investment products, consequences and benefits of the recent SECURE 2.0 retirement legislation, and other portfolio opportunities.
Madison was the moderator of a business development panel titled “Rules of Attraction: Acquiring New Clients and Growing Your Business.” The panel was featured in an article in InvestmentNews online magazine that quoted Madison and discussed ways to grow a book of business through building client relationships, thoughtful hiring practices, and finding a niche that differentiates, such as tax planning.
Congratulations to Mohini and Christa for their thought leadership in the industry on these issues.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
