That question was front and center at AssetMark’s 2025 Women Advisors Forum, held this June at the iconic Claremont Hotel in Berkeley, California. But this gathering wasn’t just an event—it was a movement, a call to action, and a powerful reminder that women in wealth management are no longer waiting for a seat at the table. They’re redefining what leadership looks like and actively shaping the future of our industry.
Across keynotes, panels, and candid conversations, one truth rang clear: your voice is your currency. And in a moment when $31 trillion* is expected to transfer into the hands of women over the next decade, that voice has never mattered more.
We pulled 10 powerful quotes from our incredible speakers to help inspire your next step forward. Because finding your voice is important. But using it? That’s where the real change begins.
Use your voice, use your experience, use the extraordinary resources that you have at your disposal… Be advocates for your clients and be unafraid to call in the resources when you don’t know the answers.
— Shelby Anderson, Senior Wealth Planner and J.D., Clark Capital Management Group
In order to amplify your voice, you need to have a positive inner voice.
— Liz Daffner, Financial Advisor, Diligence Wealth Management
Become an investor. In yourself, your people, your dreams.
— Marissa Nehlsen, Founder and CEO, Freedom Financial Group
What if one way that we could amplify our voice as financial advisors wasn’t just teaching our clients compounding interest but also teaching them about compounding meaning?
— Elizabeth Husserl, Author, The Power is Enough
Giving space for people to identify their own goals is the biggest change we can make.
— Erin Wood, Senior VP, Advanced Planning, AssetMark
Why don’t you ask for what you want, because usually they’ll give it to you.
— Carrie Hansen, EVP and COO, AssetMark
Wherever you are on your career journey, we all have a personal story to tell. Don’t ever be afraid to tell your story.
— Desireé Sii, VP, Head of Strategic Accounts, AssetMark
Ask for what you want... We sometimes are hesitant about asking for something which frankly, I had already earned, and should have just been delivered to me.
— Lisa Opoku, COO, FS Investments and AssetMark Board Member
We have to start acknowledging the gaps, and the biases that exist in order to make a measured improvement.
— Kezia Samuel, SVP and Chief Market Strategist, AssetMark
It’s for each and every one of us to step in, to lean in, to go for it, to ignite that spark that's inside of all of you, so that you can amplify your voices, starting right now.
— Molly Fletcher, Best-Selling Author and Former Top Sports Agent
This week, take a moment to reflect: What’s one step I can take to speak with more intention, more clarity, and more impact?
Whether it’s in a client conversation, a team meeting, or a mentorship moment — your voice matters. And when women in finance raise their voices together, we don’t just change conversations — we can help change the future of our industry.
Share your thoughts or moments of inspiration. How are you amplifying your voice?
Let’s keep this movement going — because amplification isn’t just about speaking up. It’s about being heard.
*Cerulli’s U.S. High-Net-Worth & Ultra-HNW Markets 2024.
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8091106.1 | 06/2025 | EXP 06/30/2027