Demystifying Providing Advisory and Planning Services to Women

Alexandra Lundgren, Tree City Advisors, LLC

January 16, 2019

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 business 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.

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