Elizabeth Jetton, CFP®, Co-founder of Directions for Women
There is a wave of success stories from advisors who have stepped out of their conference rooms and their role as“expert”, and into living rooms and gathering spaces to assumed the role of “host” and “facilitator” for groups of women coming together (in a circle) to talk about money in a safe and fun environment .
Women learn and process through conversation. Learn from the research about women’s learning styles. Learn how to organize, lead and benefit from hosting small gatherings of women vs. meeting solely in one-to-one meetings.
Become ignited and inspired as 30-year veteran, educator and former president of the Financial Planning Association, Elizabeth Jetton, shares ideas that can wake up your practice and bring new purpose and meaning to you and to the women you serve and those you want to serve.
Financial planning journalist, Bob Veres, suggested in his April 2011 article on Elizabeth, that, ” her work suggests that planners can extend their services in a new and unforeseen direction: helping people achieve basic financial literacy and the comfort level that they need (in order to engage with an advisor and thrive); and advisors can offer a sense of community in a world that is becoming increasingly volatile and unpredictable.”