Photo of a woman investor smiling.
ENGAGING WOMEN INVESTORS

Foundational Toolkit

Understand and empathize: Use these resources to gain insight and develop skills for authentically connecting with women investors.

The Intersection of EQ and IQ

Learn about emotional intelligence and how you can apply it to better understand and serve women investors in your practice. This interactive workshop introduces the foundational concepts of our Engaging Women Investors program—including the TLC model and our proprietary decision-making role segments.

Get the Workshop

CE webinar: Engaging Women Investors

This panel discussion explores emotional intelligence and presents actionable steps for increasing your emotional quotient (EQ) to build trust with women investors. Watch the full webinar video and complete the accompanying quiz to earn continuing education credit.

Watch the Webinar

“EQ and IQ” workbook

This printable, interactive workbook highlights key concepts and takeaways from The Intersection of EQ and IQ workshop.

Download the Workbook

Strategies for Success

Discover how to tailor your approach with segmentation, and learn actionable strategies for building trust and communicating effectively.

Get the Workshop

“Strategies” reference guide

Access key insights from the Strategies for Success workshop framework in a simplified, printable format.

Download the Guide

Engaging Women Investors: Outreach toolkit

Put it into practice. Establish and deepen client relationships with these tools designed for outreach and engagement.

Access the Toolkit

Engaging Women Investors: Client Resource toolkit

Educate and empower. Help your clients achieve their goals with printable and customizable resources.

Access the Toolkit
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Learn more about how we can help you, your clients, and your practice succeed.

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202403-3374741

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