Women in Wealth Management Toronto event, with Shannon Lee Simmons
Shannon Lee Simmons keynote — “Changing demographics: An opportunity for female advisors”
With studies showing that women will control an even bigger share of wealth in Canada in the coming years, advisors are having to adapt their approach to capitalize on this new opportunity. Meaningful and mutually beneficial partnerships with this group will be driven by connection, trust and an interest in family planning and long-term financial wellbeing. So, therefore, there is an immense opportunity for women advisors to leverage a more empathetic, intuitive and emotionally connected approach to better respond to these requirements. This session will discuss:
- Overview of changing market requirements and demographics
- What are these emerging client segments seeking from their financial advisors?
- Opportunities for women to communicate more effectively to a changing client base
- To what extent will changing client demographics change the playing field of the wealth management industry?