Fi360’s Bridge Initiative Webinar
Working with women is different than working with men, both in the boardroom and as individual clients. This webinar provides insight into many of the ‘whys’ of the decision-making process to help you recognize costly financial planning and behavior mistakes you likely don’t even know you are making. These unknown mistakes not only cost you immediate business, but referrals as well.
The majority of women do business with an individual based on the recommendations of others. Missing this referral base is huge. According to a 2015 survey by Fidelity Investments, 92 percent of women surveyed want to learn more about financial planning, 75 percent want to learn more about money and investing and 83 percent want to get more involved in their finances – that’s a lot of money.
Our presenter, Alexandra Lundgren, brings over 20 years of experience in the financial services industry. Her service as a financial advisor has equipped her with insight to the way women deal with money, both emotionally and logistically.
This webinar is accepted by Fi360 for one hour of continuing education. Pending credit for CFP Board and IWI.
Our educational webinars address recent industry developments or specific topics related to fiduciary responsibility. They offer opportunities for interaction between the audience and the presenters, who are Fi360 staff or other industry thought-leaders.
Live attendance is eligible for one hour of CE for the AIF®, AIFA®, and PPC® Designations. CE credit may also apply for the CFP® Certification, when indicated. Each individual wishing to receive CE credit for any credential must register for and log in to the session individually so that we have a record of your attendance. Recorded videos of previous webinars are available for viewing below. AIF and AIFA Designees must access archived webinars through the Designee Portal in order to receive CE credit. If you have any questions, please email support@fi360.com.
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