How to Attract Women Clients

Next Gen Mentoring Forum

How to Attract Women Clients

Chia-Li Chien, PhD, will interview Shine Lei, PhD, CFA, CFP, on “How to Attract Women Clients” on May 18 at 1 p.m. PDT.

Many financial planning practitioners like to work with female clients. As matter of fact, many planning firms are created by women and service only women. Female clients might be your target market. You might service and plan for women. In this session, we will discuss the following questions:

  • Why is it important to have female financial planners?
  • How do we market to female clients?
  • Are there tips for working more efficiently with female clients?

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!



Register by May 17

Sponsored By
Financial Planning Program


Yvanna Herrera