Live Virtual Advisor Training- June 20th at 4pm
June 20th - 4pm EDT - Growing your Practice through Women Investors
Course Summary
Course Curriculum
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.
Highly Recommended Course. Easy to Understand, Informative, Very Well Organized. The Course is Full of Practical and Valuable for Anyone who wants to Enhance their Skills. Really Enjoyed it. Thank you!!
Course Pricing
Building Your Advisory Practice Through Women
$147 USD
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June 20th at 4pm EDT - A 60 minute training for Advisor's to gain the knowledge to build your practice through women investors.
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- What women want from their financial advisor and how to deliver it
- Top negative beliefs women have around investing and how to overcome them
- Some of women's unique financial planning challenges
- How men & women communicate differently & how to bridge the gap
- How to build the right success stories to connect with women
- 9 pages of handouts with questions to ask and phrases to use