Please join us for a CE Study Group breakfast in Conshohocken.
Topic: Building Ideal Relationships with Women Clients
Speaker: Andrew Oladipo, MainStay Investments
According to a New York Life Investments study, most female investors switch financial advisors for reasons other than investment performance. However, women represent a significant opportunity. Today, women control a substantial amount of wealth, $14 trillion, in the U.S. according to Forbes, and control 70-80% of all consumer purchasing. However, while women control more than 60% of all personal wealth in the country, they invest 40% less than men. the actionable insights delivered through this in-depth research are therefore designed to help advisors benefit from these industry dynamics through client acquisition, retention and referrals.
Join us to discuss:
- Why women investors matter in your business
- Our research methodology
- Client segmentation
- Five attributes of the ideal relationship with women
- Relationship best practices
- Incorporating our research into your investment process
One hour of CE Credit approved for: CFP, CIMA, CLU/ChFC, CPE/CPA (NASBA) (Group-Live), SHRM, TX CPA
Coffee and bagels will be provided beginning at 7:30 a.m. CE program will begin at 8:00 a.m..
There is no cost to attend this program but
pre-registration is required.
Cancellation Policy: 48 hours notice required to email@example.com