Advisor Summit


Conference by Envestnet & McLaughlin Asset Management (1 hr)

Women & Wealth: The Case for a Customized Approach

Statistics show that women are both underrepresented in our industry and underserved by our industry.  There are many reasons why financial advisory practices should want to address both issues.  In this session, find out how one advisor team partners to meet the specific needs of married couples, female clients and to better serves the needs of all their clients.  We will discuss how they collectively leverage their specific skill-sets and expertise, along with bringing a different perspective to the conversation.