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Enhancing Her Client Experience: Strategies for the Women's Wealth Evolution
Course Information
Content Level: Intermediate
NAPFA Subject Area: A-Financial Planning Process
Course Description
Women are on track to control nearly $30 trillion by 2030, and an increasing number will be seeking financial advice—and new financial advisors. Gaining and retaining these women as clients is an important step to help prepare your practice for a changing future. This program is designed to help advisors develop an approach that’s fine-tuned for women and provide them with a client-centric experience that helps women take control of their wealth as a way to reach their life goals.

This session helps you rise above stereotypes and learn specific ways to appeal to women, from acquisition through a mutually rewarding long-term advisory relationship. Intentionally gearing your practice toward gaining and retaining women clients may take a bit of extra effort at first, but it’s a business sustainability strategy that can help you evolve as demographic trends continue to play out.
Learning Objectives
  1. Find out why the women’s wealth evolution is a mega-trend that’s here to stay
  2. Learn how women tend to differ from men as investors
  3. Discover keys to communicating successfully with women
  4. Understand rationales for linking women’s investing approaches with their lives
Laura McDowell  
Laura McDowell is a regional director supporting Schwab Asset Management Solutions in the western region. Prior to this, Laura was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. Laura graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She is a member of Women in ETFs, serving on the University Outreach Committee.
Availability: On-Demand
Expires on Apr 01, 2023
Initial Cost: Member: $39.00
Non-Member: $59.00
Additional Cost: CFP® CE: $10.00
Credit Offered:
1 NAPFA CE Credit
Contains: 2 Courses
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