As financial planning professionals, we love our industry. It is full of incredible people who are drawn to their work out of both intellectual curiosity and a sense of deep compassion for their clients. But we think it’s time to change the approach we have had toward women. Many of you have reported to us an interesting dichotomy on your client lists: women hold spots as both “best” and “worst” on your spectrum of ideal clients. Together, we can work to not only increase the number of women who are engaged with a trusted financial professional – the arrangement we believe is best for all consumers – but we can turn some of those “worst” clients into great ones.
- Consulting Services – We offer hourly and project consulting to support your outreach to women.
- Circle Training – Attend one of our two-day retreats so you can begin using this powerful tool as your practice reaches out to women.
- Webinars – Financial professionals are invited to check out our upcoming events page and our treasury of past webinar recordings available for purchase.
- Subscription Packages - To “change the conversation about women and money,” Directions offers a bundled option so you can get the most out of our services.
- Connect with Like-minded Advisors – We have a variety of social media opportunities available to you. Join us for our closed discussion group “Directions Alliance” on LinkedIn. You can enter our group’s name in the LinkedIn search box (upper right hand corner) and then send a request for membership. Or show your support by “liking” our Directions for Women page on Facebook. It’s one more way to stay up-to-date on the latest conversation. Plus, we tweet! Follow us: @Directions4her
- As you are looking for resources to educate your women clients and prospects, be sure to peruse our resources for women.
