Accidental Sabotage

A majority of advisors rate themselves high when it comes to serving women clients. However, 66% of females who have an advisor are unhappy with their experiences.1,2

Approaches that seem like the “right” ones could be damaging relationships with this powerful demographic.

Join us to learn:

  • Three common things well-intentioned advisors do that alienate women clients and why
  • How to help have better conversations with female clients and prospects
  • Easy steps to build relationships


Date: Wednesday, June 5

Time: 4:00 p.m. ET / 1:00 p.m. PT

Webinar is approved for 1 CFP and 1 CIMA credit.

Featured Speaker:

Jill T. Slomski

President at Niche Team, LLC

Hosted By:

Tom Barrett

Senior Marketing Consultant
Hartford Funds

1 Reaching and Retaining the Female Investor: Closing the Gender Gap of Advice, us.spdrs.com, 1/31/19
2 Executive women aren’t getting advice they need, investmentnews.com, 7/23/17. Most recent data available.
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