Build Your FA Practice through Women Investors
This course will help you Build Trust and Connections Faster and Build Your Strategy to focus on Female Clients and Prospects
Course Summary
$97.00
In this Seminar you will learn:
What women want from their Financial Advisor
How to get more women engaged in the investing conversation
How to Build Trust and Connections faster with your female clients and prospects
How men and women use language differently and see the world through a different lens
All with 9 pages of handouts for phrases to use, questions to ask and how to build and communicate the right female client success
stories to make your prospects say "That's what I want!"
This will give you an action plan to put into place to get started focusing on women clients as a segment and hold women's educational events
Course Curriculum
$97.00
Debra
Debra Ohstrom, CFA has worked in the financial industry for over 27 years at firms such as Merrill Lynch, Morgan Stanley and Citi Private Bank. She has had a variety of roles around investing and building client portfolios to help them achieve their goals. She has earned an MBA in Finance and the Chartered Financial Analyst designation and now wants to bring her expertise directly to you, whether it's through her easy to understand money and investing course, or by helping Financial Advisor's give women the help they need.
