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  • Writer's pictureRianka

This Advisor Says the Industry Lacks a Community - Here’s What She’s Doing About It

Rianka and others speak with Financial Planning about Nina O’Neal's Female Advisor Network.

Financial advisor Nina O’Neal was tired of being “talked at” during industry conferences. What’s more, she was frustrated there were few, if any, planner-led resources for women advisors. So she took matters into her own hands.

First, O’Neal designed and created an “anti-conference” retreat. Even as she was finalizing those plans, she realized she could do more.

“As we paid the deposit and signed the contract, I was like, ‘It's not enough,’” O’Neal says. “It doesn't create the community that I believe is lacking in our industry. So I just said, ‘You know what, I’ll make one.’”

The partner at Raleigh, North Carolina-based Archer Investment Management and Financial Planning contributor will launch the Female Advisor Network next week. O’Neal aims to provide practice management support and growth strategies for women from all industry sectors at every career stage.



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