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 might service and plan for women. In this session, we will discuss the following questions:

  • Why are women important in financial planning?
  • What are some characteristics of women as clients?
  • What are some characteristics of women as planners?
  • How do we market to women clients?
  • How to work with women clients efficiently?

Register now, and you will receive a confirmation email containing information about joining the meeting. This is a webinar you won’t want to miss!

About Shine Lei, Ph.D., CFA, CFP®

Shan (Shine) Lei, Ph.D., CFA, CFP® is an Assistant Professor of Finance at the Perdue School of Business, Salisbury University, and a member of the University System of Maryland. Prior to that, Shine worked as an Assistant Professor of Finance and Financial Economics at the Paul and Virginia Engler College of Business, and West Texas A&M University under the Texas A&M University System. She served as the Director of International Relations at Financial Planning Standards Board China and had been an adviser at PwC prior to joining academia.

Whilst at academic institutions, Shine held the responsibility to teach undergraduate and graduate finance and financial planning courses both online and on campus. This instructional responsibility involved designing and developing course content and assessment tasks for students with various academic and work experience backgrounds.

Shine has been an active scholar in conducting research regarding investment decision making, portfolio allocation, and retirement preparation. She has been published by the International Journal of Bank Marketing, Journal of Women & Aging, Journal of Personal Finance, Journal of Financial Planning, Journal of Financial Planning and Counseling, and Applied Economics Letters. She has presented her research at several national conferences. She is also a peer reviewer for several academic journals. Shine is a member of the CFP Board, CFA Institute, American Council on Consumers Interests, and Financial Planning Standards Board China. Shine holds Charted Financial Analyst and Certified Financial Planner (both in the U.S. and China) qualifications. She holds a Ph.D. in Personal Finance from the University of Missouri-Columbia, a master’s degree in International Economics, and a bachelor’s degree in Finance.