Gender Diversification For
Advisors Serving High Net Worth Executives
The financial advisory industry has been largely focused on men who take charge of the home finance, but with a growing number of female high-net-worth breadwinners, businesses have to change the way they approach prospective clients. In this upcoming webcast, FlexShares and ETF Trends will take a look at recent surveys on this targeted segment to outline high-net-worth women's investments and financial goals, along with what they expect from their advisors.
Topics will include:
- Insights on high-net-worth female investors
- Distinguishing traits high-net-worth female investors have compared to male investors
- Rethink how to win this up-and-coming group of executives
Accepted for one hour of CFP/CIMA CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Laura GreggDirector of Practice Management and Advisor Research
FlexShares ETFs managed by Northern Trust