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Tuesday, March 13, 2012

9:05 AM - 9:55 AM

OUR CLIENTS, OURSELVES

Session Leader: Eleanor Blayney, CFP Consumer Advocate, CFP BOARD

What we know and experience as women professionals can make us great advisors to women, and help us garner a big share of one of the fastest growing segments of the wealth market.  It's not a matter of "pinking it up" or "dumbing it down" to attract women clients.  Rather, it requires us to talk about the things that concern and directly affect us: work-life balance; gender inequality; our own ways of making decisions and responding to advice.  In this session, we'll talk about all the things we know for sure as women, and use this knowledge to change the conversation we are having with women clients, and build deeper, lasting relationships.

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