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