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.
- To “change the conversation about women and money,” Directions offers a wide variety of services, the majority of which are included in our subscription packages.
- Professionals are invited to check out our webinar schedule, and webinar recordings available for purchase.
- We also have a variety of social media opportunities listed in our advisors’ corner.
- As you are looking for resources to educate your women clients and prospects, be sure to peruse our resources for women.
