Learn How to Better Serve Women Clients

Over the next decade, women will control the majority of $30 trillion in Baby Boomer wealth—one of the largest transfers of wealth in history.* Join host Kirsten Schlumbohm, BPC, and industry innovators bi-monthly to better understand and serve the clients who are reshaping the future of financial services.

Position Your Practice for Tomorrow's Wealth Transfer, By Learning How To:

• Deepen Your Understanding
  With women increasingly making key financial decisions and controlling family wealth, learn how to build meaningful, lasting client relationships.
• Transform Your Approach
  Develop the skills to build trust through transparency, goal-focused planning, and clear communication.
• Strengthen Client Connections
  Learn how to create the kind of advisor relationship that 70% of women are actively seeking but say they haven't found.*
• Implement Growth Strategies
  Discover strategic processes that help you and your clients succeed together through better understanding and communication.

One registration opens the door to our entire series of insights-driven forums covering a variety of topics. Engage in meaningful discussions, share experiences with peers across the C2P community, and gain deeper insights into the distinct financial and personal priorities of female clients.