Running a Firm: Is it Different for Female Advisors
In this session, Diane and Gretchen will discuss the ins and outs of what it means to be a woman in a male-dominated industry and how they have carved out careers driven by values, focus, and passion. The discussion will cover topics including cultivating and leading a female team, building a values-based mission, marketing to women clients in a meaningful way, and ‘walking the talk' of their values.
Learning Objectives:
- Describe a range of leadership and mentorship skills
- Learn how to appeal to women as clients through brand and marketing initiatives
- Describe tactics to build a values-based mission to attract and retain clients and employees
Thank you for attending!
