Women control 51% of all wealth in the United States.1 “Your prosperity picture” seeks to help financial professionals build assets within this lucrative marketplace using an entertaining, interactive, and inspirational approach rarely seen in the industry.
Attendees are introduced to key steps to creating prosperity, participate in five interactive discussions, and work with a unique, hands-on visualization tool built to help them connect their money with their lives. They leave armed with tools designed to enable them to see personal financial management as a powerful means to a desirable end, see themselves as worthy, capable managers, and see their financial professionals as valuable partners in helping them get there.
Source: "Women of Wealth: Why Does the Financial Services Industry Still Not Hear them?" by Heather R. Ettinger and Eileen O'Connor for Family Wealth Advisors Council, 2011
Create a model practice
Incorporating model portfolios into a practice can help ensure clients get the professional investment management they want — and need — while giving you more time to nurture client relationships and prospect.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
Attain and retain high-net-worth clients
High-net-worth clients are important for your practice. Learn how to ensure your business can meet their needs in our program, Crafting a Higher Performing Practice.
To learn more about Invesco Global Consulting services and resources, you can contact us here.
“Your Prosperity Picture” is based on Invesco Global Consulting's work with Maslansky + Partners and Ellen Rogin, CPA, CFP®, wealth financial professional and Abundance Activist.™ Invesco Distributors, Inc. is affiliated with neither Maslansky + Partners nor Ellen Rogin.
This material is for illustrative, informational and educational purposes. We make no guarantee that participation in this program or utilization of any of its content will result in increased business for any financial professional.
This does not constitute a recommendation of any investment strategy or product for a particular investor. Investors should consult a financial professional before making any investment decisions.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco investment professionals.
Note: Not all products, materials or services available at all firms. Financial professionals should contact their home offices.
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This link takes you to a site not affiliated with Invesco. The site is for informational purposes only. Invesco does not guarantee nor take any responsibility for any of the content.
