Building Connections with Affluent Women Clients
As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr, Vice President of Sales Strategy, for a timely conversation about what women find most valuable in working with a financial professional and insights into:
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Patti Hausherr
Vice President of Sales Strategy
Athene USA
Many people use their phones to handle everyday tasks, from scheduling appointments to staying connected with family. Budgeting apps are...
Parent PLUS borrowing will be capped beginning July 1, 2026: up to $20,000 per student per year and $65,000 lifetime...
Advisors affiliated with independent broker/dealers often assume that “independence” is a destination rather than a spectrum. Yet, when frustration creeps...