Enhancing Her Client Experience: Strategies for the Women's Wealth Evolution - NAPFA and CFP® Credit

A-Financial Planning Process

Laura McDowell

Published: 7/28/2021

Description:
Women are on track to control nearly $30 trillion by 2030, and an increasing number will be seeking financial advice—and new financial advisors. Gaining and retaining these women as clients is an important step to help prepare your practice for a changing future. This program is designed to help advisors develop an approach that’s fine-tuned for women and provide them with a client-centric experience that helps women take control of their wealth as a way to reach their life goals.

This session helps you rise above stereotypes and learn specific ways to appeal to women, from acquisition through a mutually rewarding long-term advisory relationship. Intentionally gearing your practice toward gaining and retaining women clients may take a bit of extra effort at first, but it’s a business sustainability strategy that can help you evolve as demographic trends continue to play out.

Learning Objectives:
• Find out why the women’s wealth evolution is a mega-trend that’s here to stay
• Learn how women tend to differ from men as investors
• Discover keys to communicating successfully with women
• Understand rationales for linking women’s investing approaches with their lives

Speaker Bio:
Laura McDowell is a regional director supporting Schwab Asset Management Solutions in the western region. Prior to this, Laura was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. Laura graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She is a member of Women in ETFs, serving on the University Outreach Committee.

1 NAPFA CE in A – Financial Planning Process will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

This is a recorded webinar from July 28, 2021.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.