Women have established themselves across professional segments and are getting increasingly involved in financial decisions. And with increasing financial awareness, the industry has been witnessing increasing participation of women investors.
In fact, a Scripbox survey reveals that 67% of women were jointly involved with their spouse in money matters. This hints at new business opportunities for MFDs.
In today’s episode of Lessons from the Masters powered by Aditya Birla Sun Life Mutual Fund and Cafemutual, Sapna Narang, Managing Partner, Capital League will share what women clients seek from their MFDs/advisors in conversation with K.S. Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life MF.
Sapna has a rich experience of almost three decades in the wealth management space. She founded Capital League in 2003 and helps many women to be confident in money matters. Before Capital League, Sapna worked with HSBC and BNP Paribas for 10 years.
A Certified Financial Planner from FPSB, USA and a qualifying member of the Million Dollar Round Table (MDRT, USA), Sapna featured in the Association of International Wealth Management’s list of India’s Top 100 Women in Finance, 2019. Sapna has been a regular speaker and writer on topics related to financial services and wealth management. She has also authored the book ‘Investing is the new cooking.’ The episode will stream live on June 3, 2021 Thursday at 4:30 pm.
What to expect?
- The approach that women take towards money
- Tips on identifying and acquiring women clients
- What do women clients seek from their advisors?
- Things to keep in mind while dealing with women clients
- Tips on building long-lasting relationship with women clients
This makes it a must-attend episode of Lessons from the Masters. Click here to register.
