SAN DIEGO, Calif., — Carla Goedtke, a Minnesota-based financial advisor with Investors Choice Financial Services in Slayton and Marshall, MN, was featured presenter at Advisor Group’s annual W Forum conference, held in San Diego, Calif. February 6-8, 2023.
The event hosted an audience of 900, including more than 350 inperson and 300 virtual financial professionals and associates, along with strategic partners, and home office attendees from across the Advisor Group network to support the advancement of women in the wealth management industry.
This year’s event focused on helping attendees connect, feel inspired, and focus on growth. Carla Goedtke was chosen from applicants as one of 20 advisors to present ‘60-Seconds to Success’ during the opening evening with her business building emphasizing education to clients no matter their net worth. The conference featured women leaders across the country sharing their insights peerto- peer. During the second day, Carla led one of the peer breakouts on how focusing on 401(k), 403(b), 457 and SIMPLE Plans have helped her develop proficiency and knowledge with employer group retirement planning.
Keynote speaker included Erica Dhawan, an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. The remainder of the conference content focused on engaging conversations with Advisor Group leadership, peer sharing sessions, and other educational content covering topics such as innovation, growth solutions, the client experience, and wellness.
Although initially apprehensive about attending this conference, she was inspired by the advisors that she met. “To be asked to lead a national peer-led breakout, as well as the Success presentation, was truly an honor,” said Carla Goedtke. “What I wasn’t expecting was the questions and queries of the young, new in the industry, advisors. To be able to show them the road to success is achievable was really poignant and not expected.” Carla was also invited to attend a top producers day with Kim Lear, generational researcher for an in depth discussion on generational impacts in the financial industry.
W Forum’s charity partner was Jambos whose mission is to bring comfort to children in the foster care system by providing them with brand-new pajamas. Over $7,500 was raised, and 500 pajamas were donated. Investors Choice Financial Services donated toward the fundraising efforts during this event. Advisor Group partnered with ION Learning to offer a year-long education course for attendees in applied EQ so they can continue their W Forum experience beyond the conference itself.
About Advisor Group Advisor Group, Inc., a portfolio company of Reverence Capital Partners, is the nation’s largest network of independent wealth management firms, serving approximately 10,000 financial professionals. The firm is mission-driven to support the strategic role that financial professionals can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial professionals. For more information visit https://www.advisorgroup.com.
Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA) an SEC Registered Investment Advisor.
About Investors Choice Financial Services: Investors Choice Financial Services is a locally & women-owned full-service financial planning firm with offices located in Slayton & Marshall, MN, serving clients throughout the United States. Investors Choice Financial Services is independent of American Portfolios Financial Services, American Portfolios Advisors, Inc. and Advisor Group.
Visit the Investors Choice Financial Services Inc. Website: https:/www.investors-choice.com
