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March 18, 2020 CE Study Group IS NOW A WEBINAR!
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3/18/2020
When: Wednesday, March 18, 2020
8:00 AM
Where: Ameriprise Financial Services
161 Washington Street, Ste. 1300
Conshohocken, PA  19428
United States
Contact: Chris Stewart
215-295-0729

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NOTE:  This CE Study Group is now going to be a WEBINAR!  Please join us.  The info is below.

https://nylife.webex.com/meet/cbastidas

Join by phone

+1-408-418-9388 United States Toll

1-844-992-4726 United States Toll Free

Access code: 717 601 503 

                                                                             
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 ccstewart@comcast.net

REGISTER HERE.


FPA Philadelphia Tri-State Area
P.O. Box 38
Fairless Hills, PA 19030
Phone: 215.295.0729 Contact Us