ABOUT THE PROGRAM:
Over the next forty years, women will inherit approximately 70% of the $41 trillion in intergenerational wealth transfers or $28.7 trillion in assets. Unfortunately, many of these female investors report feeling misunderstood, dissatisfied, and mistrusting of the male-dominated financial services industry. Unless you are proactive in engaging these women in the advising relationship, you run the high risk of being fired when she goes through a family transition such as the death of her spouse or a divorce. However, if you take steps now to engage her in the advising relationship, you can reduce this risk and become a trusted advisor in her eyes. Whether you work with women individually or in couples, the information in this webinar is vital to your continued success.
Kathleen Burns Kingsbury is a wealth psychology expert and behavioral change specialist. She teaches financial services professionals how to connect, communicate, and collaborate more effectively with their clients to increase client retention and improve profitability.
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For more information about Kathleen’s book or to listen to video and/or audio interview with her, visit: http://www.kbkwealthconnection.com/howtogivefinancialadvice/
The goal from a learning perspective is to allow advisors some deeper perspectives on what they should be thinking about on the economy and markets over the course of the next few years in order to create the best possible portfolios for their clients. Additionally, it will help them as they build financial plans for their clients that will allow them to reach their financial goals in the near future and long term as all of these themes will play into financial planning.
Candice Tse is a vice president within GSAM's Third Party Distribution Product and Portfolio Strategy team. Candice has been with Goldman Sachs Asset Management for over ten years. She joined the portfolio strategy team after receiving her M.B.A. in Finance and Management from Columbia Business School. Prior to attending Columbia, Candice spent three years in Institutional Sales focusing on relationship management and business development for middle market clients. Before joining the sales team, Candice worked in Portfolio Administration for four years and was the team leader for Institutional Equity. She graduated from Rutgers University Magna Cum Laude with a Bachelor of Science degree in Marketing.