View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.
The Names Will Come
Runtime
05:25
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Lee Ann Fatalo discusses how to effectively communicate with niche market clients and get referrals.
Mentors, Designations, and Predecessors
Runtime
03:42
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The founder of the Minority Business Resource Network talks about ways to achieve success as a woman of color in the financial services industry.
Real LIFE Client Tool
Runtime
07:38
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How advisors can use Real LIFE Stories to approach and engage female clients, explained by the LIFE Foundation’s Jon Dressner.
Life Value of a Stay-at-Home Parent
Runtime
06:29
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Jon Dressner shares one of the LIFE Foundation’s Real LIFE Stories and explains how advisors can use it to show clients the importance of insuring the stay-at-home spouse.
Protection for the Single Parent
Runtime
04:21
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Why are single-parent households underinsured? Jon Dressner explores consumer and advisor barriers to selling in this market.
