This course is currently available for pre-order and will officially launch and become available to you on March 31, 2023.
Complete this self-paced, all virtual course and begin developing your approach to effectively serve your disengaged female clients.
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 5 actionable tools to implement immediately
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.