Practice Management: What Women Want from Their Financial Professionals: How to Engage with a $24 Trillion Dollar Underserved Market!

5 (1 vote)

Recorded On: 11/02/2021

The stats are real! 70% of women will leave their financial professional upon the death of her spouse.Women are 51% of the market and are set to come into the largest transference of wealth in history. Yet, Harvard Business Review reported that women ranked the insurance and financial industry as the least sympathetic to women. What can you do to engage this powerful market. Hear why women don't trust financial professionals and learn a 6-step process you can do now to engage with your female customers.    Please note:  Practice Management webinars do not qualify for CE.

Barbara J. Provost

EdD

Pursestrings

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Recording: Practice Management: What Women Want from Their Financial Professionals
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