Eleanor Blayney (Moderator -US), Jillian Thomas (UK), Gillian Cardy (UK), Cathy Curtis (US)
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
Eleanor Blayney, President, Directions for Women (US)
Cathy Curtis, Financial Advisor, Curtis Financial Planning (US)
Gillian Cardy, Managing Director at IFA Centre (UK)
Jillian Thomas, Future Life Wealth Management (UK)