The opportunity in gender diversity covers not just the rationale behind diversity in advisory firms but key steps needed to begin increasing women’s perspectives and participation in business.
The demographics are clear. Women are gaining control of ever greater levels of investable assets—and the trend is predicted to continue. With women’s power and influence expanding in both business and the culture at large, this is a key time to understand and pursue the opportunities created by increasing gender diversity across the financial services industry. The opportunity in gender diversity covers not just the rationale behind diversity in advisory firms but key steps needed to begin increasing women’s perspectives and participation in business. By shining a light on diversity best practices, this one-hour session helps firms evolve to meet a changing culture.
Speaker:
Leslie Tabor, Director - Advisor Services Business Consulting & Education, Charles Schwab & Co. Inc.®, CPWA®, CIS, CFP®
Laura McDowell, CFP®, CIMA®, AIF®
Director, Family Office, Charles Schwab & Co., Inc.l, CFP®, CIMA®, AIF®®
Director, Family Office, Charles Schwab & Co., Inc.
Premier Continuing Education (CE):
- 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected
- One year from the date purchased