[WEBINAR] Women and Agent Relationships from North American
Wednesday 06/09/2021 at 1:00 pm - 2:00 pm CDT
In our groundbreaking Empowered research focused on women and their retirement planning, we uncovered some key insights comparing and contrasting those who currently have financial professionals with those who do not.
Join us June 9 to explore how the ‘connected’ and ‘disconnected’ consumers view financial professionals. We’ll dive in to:
How, why, and when consumers got connected to a financial professional
Factors that matter in the relationship with a financial professional
How clients prefer to work with financial professionals
In our groundbreaking Empowered research focused on women and their retirement planning, we uncovered some key insights comparing and contrasting those who currently have financial professionals with those who do not.
Join us June 9 to explore how the ‘connected’ and ‘disconnected’ consumers view financial professionals. We’ll dive in to:
Add to your Calendar
+ Google Calendar+ iCal CalendarDetails