Webinar

Why She Chooses You

Celebrating Women’s History Month

It’s no secret – Women are wealthier, healthier, and more successful than ever before. They represent the greatest emerging market with projections estimating over $100T in assets by 20251.

And while this may seem like an incredible opportunity to grow your business, most females report feeling disconnected from the financial services industry with up to 75% of widows replacing their financial professional2,3 after the death of their spouse.

Join our webinar, Why She Chooses You, a powerful presentation designed to help financial professionals communicate and engage more effectively with their female clients. We’ll cover the following:

  • Gain a better understanding of why women are today’s biggest emerging market.
  • Learn about the wealth management gap that exists when talking to women.
  • Build a list of best practices for appealing to and retaining female clients.

 

PLUS - You’ll also have a chance to hear from our leadership team on our exciting 2024 Product Enhancements.

Register today!

 

Register now

Thursday, May 16, 2024
1 p.m. EST / 10 a.m PST