Knowing Me, Knowing You; Connecting Beyond the Form to Understand Your Client's Financial Identity
Date & Time
Sunday, March 24, 2024, 4:45 PM - 5:15 PM
Cary Carbonaro Marla Sofer

Client demand for personalized services has been a topic du jour for decades, but even with advanced tools to drive personalized investing solutions, clients are not flocking to wealth managers. This is especially true for women and traditionally underserved demographics. Why is that and how can human centric advisors build trust by getting to know customers differently?  Learn how to understand the concept of financial identity and what it means to your business & tips for better connection with female and other underserved clients, and explore the importance of values in conversations about goals 

Location Name
Osprey 2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session