While the investment industry has recognized the increasing importance and impact of women investors and started to adjust their focus accordingly, there continues to be a startling lack of representation of women among financial advisors.
As a woman-owned business focusing on financial services, Zeldis was interested in exploring this segment and recently completed qualitative research with a group of women financial advisors. We identify unique strengths that women advisors bring to the industry that help them to be successful and explore barriers and challenges they face as they pursue careers in financial advisory.
Join us October 19 for our FREE upcoming Thought Leadership webinar, “The Ideal Advisor: Why Women are the Perfect Fit for the Advisory Industry,” where we’ll share results from our recently completed research.
Registration is FREE. We hope you’ll attend!
Click HERE to learn more about the background and methodology for the study.
If you have any questions or would like to schedule a private webinar among you and your colleagues please contact Amy Rey by emailing firstname.lastname@example.org.