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Building Connections with Affluent Women ClientsBuilding Connections with Affluent Women Clients

Tuesday, March 04, 2025 | 2:30 PM ET

February 11, 2025

1 Hr View
group of women client relations
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Date: Mar 4, 2025

Time: 2:30 pm EST

Duration: 1 Hr

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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 gain insights into:

  • The current economic shift and what this could mean for your business 

  • The unique challenges and financial concerns many women are facing 

  • How to tailor your approach to better serve women’s unique needs 

  • Actionable strategies for earning the trust and loyalty of affluent women clients

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (1) credit hour.

Speakers

Patti Hausherr

Vice President of Sales Strategy

Athene