Client Service Connect with female clients
Female clients are key to a practice — they control a large portion of US wealth. Connect with female clients using our Your Prosperity Picture client workshop.
Client Service
Your prosperity picture public workshop
Manage your money. Design your life. Create your future.
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.
Your prosperity picture trailer
Footnotes
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1
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
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