Category: Working with Women

How to Attract Women Clients? (05/18/21)

Dr. Chien will interview Shine Lei, Ph.D., CFA, CFP®, on “How to Attract Women Clients?” on May 18, 2021, at 1:00 pm PST. Many financial planning practitioners like to work with women clients. As matter of fact, many planning firms are created by women and service only women. Women clients might be your target market. You […]

Why Post-Widowhood Marriage Exposes Those to Future Risk?

March 16, 2021 Why Post-Widowhood Marriage Exposes Those to Future Risk?    When Dr. Kathleen Rehl’s husband died in 2007 she experienced widowhood for the first time. According to Dr. Rehl’s research, 70% of women will experience widowhood in their lifetime compared to 80% of men who die while married. What’s more, women living in poverty […]

How Can Interpersonal Neurobiology Be Integrated Into Financial Planning? (03/11/21)

  March 11, 2021 How Can Interpersonal Neurobiology (IPNB) Be Integrated Into Financial Planning?    Finances are an essential part of anyone’s life. For Julie Fortin, she fell in love with intimately working with others to help them make decisions about their finances. After earning her master’s degree and working in the institutional side of financial […]

How to Counsel Clients Without Shaming Them?

How to Counsel Clients Without Shaming Them?    Dr. Ekta Kumar opened up the webinar by explaining the difference between the interchangeable words; shaming and guilt. Shaming she said is having a judgment on an individual. It can then be hard to make change happen when feeling overwhelmed with this emotion. For example, “I’m terrible at […]

How to Use Effective Communication to Lead Clients?

How to Use Financial Counseling and Coaching Skills to Help Your Clients?   Failure scares many of us, if not all of us in some way. Whether it is something big like not achieving our dream job or something small like undercooking a chocolate birthday cake. Carrie Beckstrom, an expert in communicating and the CEO of […]

Financial Planning Scholarship Announcement

Earlier this year the CFP Board Center for Financial Planning and California Lutheran University announced a new joint scholarship program in an effort to increase the number of CFP professionals. At the beginning of August, the first inaugural recipient was announced, Tracy Thompson! A soon-to-be December 2020 graduate with a Bachelor of Arts in Music […]

Working with Women – Linda Clayton, MBA, CFP®

Linda Clayton discusses a variety of different topics related to working with women as clients compared to working with men as a Certified Financial Planner.