Eleanor Blayney, CFP®, President, DIRECTIONS LLC
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.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM