ENGAGING WOMEN INVESTORS
Foundational Toolkit
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.
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.
“EQ and IQ” workbook
This printable, interactive workbook highlights key concepts and takeaways from The Intersection of EQ and IQ workshop.
Strategies for Success presentation
Discover how to tailor your approach with segmentation, and learn actionable strategies for building trust and communicating effectively.
Engaging Women Investors: Outreach toolkit
Put it into practice. Establish and deepen client relationships with these tools designed for outreach and engagement.
Engaging Women Investors: Client Resource toolkit
Educate and empower. Help your clients achieve their goals with printable and customizable resources.
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