We have all heard that women are critical to any successful financial planning practice. But do you know why? Come learn! The panel will share their insight and provide tips on everything from how to recruit and retain top female talent to how to keep the widow as a client when your focus has primarily been the husband who is now dead and she has one foot out the door!
1) Become an advocate and be able to state the case for the importance of gender diversity walk away with fresh ideas and real tools to attract and retain female clients