Event

    Recorded Event
    CE Credit

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    Webinar by Envestnet (1 hr)

    CFP
    CIMA
    Marquette Payton, Associate Retirement Director | Defined Contribution and Wealth Advisor Services @ Janus Henderson
    Misunderstood and Unconvinced: How to Successfully Engage Female Investors

    According to the CFP Board, male certified financial planners outnumber female CFPs roughly four to one. Meanwhile, some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. These two statistics present an interesting dynamic: The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are financial professionals prepared to engage and retain these female investors as clients?   

    Topics include: 

    • The importance of understanding women’s unique financial challenges 
    • How to establish trust with female clients 
    • Strategies to empower female clients to take control of their financial security

    If you are interested in earning continuing education credits for CFP® or CIMA®, please click on the survey link below. Envestnet will be sending session reports to both CFP and CIMA on a monthly basis. Please reach out to eventsteam@envestnet.com if you have any questions.

    This session is currently available for 1.0 CFP® credit.
    This session is currently available for 1.0 CIMA® credit.

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    SPEAKERS

    Marquette Payton
    Associate Retirement Director | Defined Contribution and Wealth Advisor Services @ Janus Henderson