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Connecting Women Across the Globe: Candid Discussion about Being a Woman Advisor

Join us as we bring together four women advisors from the US and the UK to discuss the challenges and opportunities about being a woman advisor.

Discussion topics will include:
-Their reasons for working in FS and how they got started
-Challenges, opportunities, lessons lea
Join us as we bring together four women advisors from the US and the UK to discuss the challenges and opportunities about being a woman advisor.

Discussion topics will include:
-Their reasons for working in FS and how they got started
-Challenges, opportunities, lessons learned from their years of experience
-How to work with women clients: Do women advisors have an advantage with women clients?
-Building trust with clients
-Working with couples: Finding the right balance between the distinct needs of women and men
-Encouraging the next generation of women to become advisors


Moderator:
Eleanor Blayney, President, Directions for Women (US)

Panelists:
Cathy Curtis, Financial Advisor, Curtis Financial Planning (US)
Gillian Cardy, Managing Director at IFA Centre (UK)
Jillian Thomas, Future Life Wealth Management (UK)
Recorded Sep 26 2012 64 mins
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Presented by
Eleanor Blayney (Moderator -US), Jillian Thomas (UK), Gillian Cardy (UK), Cathy Curtis (US)
Presentation preview: Connecting Women Across the Globe: Candid Discussion about Being a Woman Advisor
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  • Title: Connecting Women Across the Globe: Candid Discussion about Being a Woman Advisor
  • Live at: Sep 26 2012 3:00 pm
  • Presented by: Eleanor Blayney (Moderator -US), Jillian Thomas (UK), Gillian Cardy (UK), Cathy Curtis (US)
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