March 8 – Financial Advice and the Looming Gender Inflection Point – NYL Investments – 1 CE Credit

 Financial Advice and the Looming Gender Inflection Point by New York Life Investments

Registration is complimentary for financial advisors.

Summary: For decades, business practices in the financial planning industry centered on the reality that men controlled the money. So, it only made sense that the most successful advisors, both men and women, honed their skills at interacting with clients in ways that appeal to men. Despite a sea of change, these business practices continue to influence how advisors and advisory teams work with their women clients—and how they bring women advisors into their firms. Because of these norms, it’s no wonder why women clients often feel belittled and ignored—and that women advisors feel they don’t fit, aren’t being developed, and do not have access to the best opportunities. More...

Date: Friday, March 8, 2024

Time: 1:00 PM Eastern Standard Time

Duration: 1 Hour

Available for 1 CE Credit