$250

Cracking the Code on Women in Finance - Advisor Training - 3.5 CE Credits

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Location

Bank of America Conference Center

135 S. LaSalle

IL4-135 Room A,B 43rd Floor

Chicago, IL 60603

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Refunds up to 7 days before event

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Investment advisors are facing a changing landscape with women now accounting for more than 50 percent of all stock ownership in the United States. It is expected that by 2020 women will control $22 trillion, as wealth continues to shift from men to women. Women control or influence 67% of household investment decisions and 43% of Americans with $500,000 or more in investable assets are women.

DyMynd’s 180-minute Cracking the Code on Women and Finance, accepted by the Investment Management Consultants Association (IMCA) for 3.5 Continuing Education credits, will teach financial advisors how to build relationships with their female clients to maximize opportunities for both parties. Based on research acquired through focus groups with women that have $500,000 or more in investable assets, DyMynd has converted their knowledge into digestible information that advisors can leverage for better relationships with their clients. DyMynd helps advisors understand why women want a holistic approach to their finances and how that impacts their investment behaviors.

From the gender lens of women, advisors will recognize how to build trusting relationships as well as gain insight into why one’s values drive their investment decisions. Also, learn about the power of Emotional Financial Security and the driver’s women consider when making a purchase.

Key Takeaways:

  • Awareness of the power of financial identity and Emotional Financial Security
  • The psychology of client engagement and building trusting relationships
  • Activators for women to purchase and engage in their financial future
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Date and Time

Location

Bank of America Conference Center

135 S. LaSalle

IL4-135 Room A,B 43rd Floor

Chicago, IL 60603

View Map

Refund Policy

Refunds up to 7 days before event

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