Now don’t take this the wrong way, but is there a chance that last time you put together recommendations or financial plans for a woman, the approach was unknowingly influenced by assumptions that generally apply to a man?
As paraplanners, we have the power to directly influence financial outcomes that are better for women – whether we’re reviewing fact finds, drafting recommendations, or creating financial plans.
But are we truly creating plans for the individuals in front of us? Or are we unwittingly relying on conventional thinking and assumptions which are actually more likely to be rooted in men’s experiences rather than women’s?
It matters because, more often than not, women’s financial journeys follow distinct and different paths compared to men. So to deliver genuinely effective financial planning, it’s vital we need to understand the differences and how to adapt our approach.
A chance to challenge your thinking in just one lunch hour
Join us online at 1.00 pm on Wednesday 25 June to explore how paraplanners can better understand and address the unique financial planning needs of women.
We’ve invited Sam Tonks, senior paraplanner at Canaccord Wealth, to host this conversation with two fantastic guests: Sam Secomb, chartered financial planner at Women’s Wealth, and Susan Hope, business development director at Scottish Widows.
Together, they’ll explore women’s distinctive financial journeys and the stark disparities that exist – including the startling 30 per cent gender pension gap – and ask how paraplanners can help create better financial outcomes for female clients.
During this lunch-hour Assembly we expect to
- learn more about women’s distinctive financial journeys
- understand the real-world impact of the ‘parenthood penalty’ on long-term financial planning
- challenge our assumptions about vulnerabilities, risk profiles and investment preferences
- consider practical strategies paraplanners can implement to better serve female clients
What can you expect to take away?
You’ll leave this Assembly with actionable insights that we’re certain will help you improve your paraplanning approach, challenge conventional thinking and assumptions, and – most importantly – help deliver more tailored financial plans for your female clients.
Just as importantly, this session will give you practical tools and ideas so you are able to exercise the power you have to improve financial planning outcomes for women through your work everyday.
Sound like a good idea? Save your spot now.
