Thursday, November 17, 2011
CLOSING KEYNOTE PRESENTATION: A NEW ERA OF WOMEN AND FINANCIAL PLANNING
A critical mass of women—both married and single—is controlling a greater share of the nation's wealth and assuming more powerful roles both as business owners and leaders of their family’s financial decision making. This represents a compelling yet underserved opportunity for financial advisors.
LPL Financial recently commissioned a national study to gain a deeper understanding of the unique dynamics of serving the financial and lifestyle needs of women and couples: what they want, need and expect from advisors.
Marissa Fox-Foley, Senior Vice President of Marketing at LPL Financial, will share key insights from this study to help you:
- Learn how current approaches and resources fall short in serving women investors
- Understand the key drivers for selecting and retaining a financial advisor
- Identify incremental adjustments advisors can make to improve loyalty and generate more referrals
- Learn tangible business-building tactics that enhance growth with women clients and couples