Conference season is in full swing here at Gregory FCA! Earlier this month, I attended the Financial Planning Association Annual Conference in Chicago along with my colleagues Joe Anthony and Trevor Davis. This is the largest annual gathering of certified financial planners (CFPs) in the country and we were there to talk with attendees about the trends and issues they face in the industry. Women and finance represented one of the prominent themes throughout the event. In this exclusive video, my colleague Julie Parise and I sat down with Erin Voisin and Kathleen Boyd, both CFPs and panelists at the conference, to further the discussion on gender diversity in financial planning. Check out our conversation below on how to educate young women about the career path, better serve female clients and incorporate these initiatives into a PR and marketing campaign!
Financial Services | Financial Trends | Retirement
Video: Advancing women in the financial planning industry
October 26, 2018 | By: Haley Rosa