The financial baton will pass to women
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.