Helping Women Meet their Financial Goals

11:15 AM - 12:15 PM
San Diego C

Since 2015, Dimensional has been bringing financial advisors together to share insights on women and wealth. This session will share key lessons learned from Dimensional’s largest advisor community about common financial hurdles for women, how to deepen relationships by building high trust environments, and to focus on what matters now.

Learning Objectives: 

  1. Explore common financial hurdles different demographics of women may face including professional women, women experiencing divorce, and widows
  2. Dive into ways advisors are elevating the client experience to get strategic and build more meaningful relationships 
  3. Share how advisors are marketing to develop and grow their practice with their ideal client profile