Helping Women Meet Their Financial Goals

1 CE Credit | 54-Minute Video

Since 2015, Dimensional has been bringing its extensive, global community of financial advisors together to share insights on women and wealth. While women are not a niche, there are common financial hurdles that women may face, including living longer, higher health care costs, lower potential lifetime earnings, and greater financial setbacks due to divorce. This session shares key lessons learned from Dimensional’s advisor community about how advisors are incorporating these issues into financial plans while also deepening relationships with women clients by building high-trust environments.

Learning Objectives

1. Explore common financial hurdles faced by many women, including those in the professional world, widows, and women going through divorce.

2. Dive into ways advisors are strategizing to elevate the client experience and build more meaningful relationships.

3. Share how advisors are marketing to develop and grow their practice with clients who match their ideal profile.

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