Advisor.ca, Kanupriya Vashisht
An inaugural event for female financial advisors, “Investing in You,” organized by the Advisor Group, reinforced the importance of women to the financial industry at a time when the very essence of their womanhood – empathy – is the new market mantra for attracting and retaining clients.
The keynote panel focused on how successful women advisors built their books while managing clients, family, firm and personal expectations.