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Guiding Women Clients through Life Transitions

Session Speakers
Session Description

Why Attend
Set yourself apart and learn how to be an advisor that is trusted by women clients.

Session Details

Women are waiting to be better served; can you fill that need? When women find an advisor they trust, they are loyal for life. Learn practical skills in this information-packed session including:

  • All the transitions – positive and negative – that women encounter in their life spans, and how to effectively communicate with and guide them in ways that set you apart. 

  • Gaining skills that extend your reach into the next generation, so you can advise the entire family throughout life.

 

Additional Information
CPE-1.5 hrs, CE-1.5 hrs
1h 15m
Session Schedule