Women are making massive strides as wealth creators, wealth holders, wealth decision-makers, and stewards of inherited wealth. This industry shift is requiring Advisors to adapt their traditional approach to advising in order to meet the unique needs of their female clients. With females forecasted to be majority holders of wealth within the next decade, savvy advisors are taking steps today to inspire their female clients to financial confidence. How is your team responding to this industry shift?
This course offers advisors an opportunity to:
- Prepare your approach to serving disengaged female clients
- Build your skills and knowledge to effectively understand and serve female clients
- Engage your female clients with five actionable tools to implement immediately
CE Credit Offerings
3.5 CIMA®️, 3.5 CPWA®️, 3.5 CIMC®️, 3.5 RMA®️, 3.5 CFP®️