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Date & Time
- On-Demand Webinar
Marie Dzanis, CIMA®
Senior Vice President
Head of Sales and Servicing
FlexShares Exchange Traded Funds
Fairport Asset Management
Women now account for the majority of client assets in the advisory space. According to Boston Consulting Group, women control more than 50% of US wealth and this is expected to grow up to 66% by 2020. Given this potential, developing a more targeted approach to reaching female clients could be beneficial to your ongoing business. One key segment to consider is the female executive space.
Please join Marie Dzanis, CIMA®, SVP, Head of Sales & Servicing for FlexShares ETFs, as she co-hosts an interactive online event covering various methods for prospecting, servicing and closing women executives. Joining Marie will be Rich Santos, Group Publisher at Penton, and Heather Ettinger, Executive Vice President of Fairport Asset Management and one of the top 50 distinguished women in wealth management.
Marie and Heather will take a 60 minute in-depth look at engaging the female executive as a critical wealth segment. They will share their perspectives from both a successful practitioner's point of view as well as that of business strategy. The discussion will include a comparison of the various behavioral segments, their interests, family characteristics and purchasing behaviors, and will provide actionable ideas for events and prospecting.
About our speakers:
Heather will be joined by Marie Dzanis, CIMA®, is Head of Sales and Servicing for FlexShares Exchange Traded Funds.