Misunderstood and Unconvinced
How to Successfully Engage Female Investors

  • Calendar Icon Thursday, March 4
  • Clock Icon 1:00 p.m. ET
  • Location Icon Webcast

According to the CFP Board, male certified financial planners outnumber female CFPs roughly four to one. Meanwhile, some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.

These two statistics present an interesting dynamic: The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are financial professionals prepared to engage and retain these female investors as clients?

Join Marquette Payton, Associate Retirement Director, as she discusses:

  • The importance of understanding women’s unique financial challenges
  • How to establish trust with female clients
  • Strategies to empower female clients to take control of their financial security

Featured Speaker

Marquette Payton

Marquette Payton

Associate Retirement Director

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