Gender Communications

    September 27, 2018
    1:45 PM - 4:00 PM

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    Holiday Inn - Ann Arbor
    3600 Plymouth Road
    Ann Arbor, MI 48105


    A workshop that helps advisors better understand the
    differences between male and female communication
    and tips to help advisors better serve the needs of female
    Approved for 2 CFP® CE's

    You will learn about:
    • Power of female purse
    • Veto power of women
    • What social currency is and how men and women operate in very different paradigms
    • How men and women hold meetings for different reasons
    • Understanding the "Nod"
    • Tips to make your practice more friendly to women without painting it pink
    Who should attend? This workshop will benefit advisors at all levels of experience. It will help seasoned advisors better tailor a client experience for their female clients. Young advisors will learn tips that will help them navigate relationships with the opposite sex. For young female advisors, this can be helpful as they often work in male dominated organizations.

    Can't Miss Takeaway: Women clients represent a powerful force in the economy and are demanding a different approach to the client experience. Advisors who make simple key changes will attract and retain more women as clients.

    About the Speaker - Diane Young:  Diane began her career in finance in New York where she quickly became one of the first female sales managers at the firm. Over the span of her career she has led a successful financial planning practice and a broker/dealer insurance agency. She left her office overlooking Times Square in 2000 to return to her home state of Michigan.

    Throughout her years in New York she gained an understanding of the shortcomings of large impersonal firms and wanted to create a practice that puts clients first. After struggling to represent the female perspective in a male dominated industry Diane seized the opportunity to start from scratch and create a practice in tune with the needs of the modern woman. The Athena Financial Group was established in 2004 and has grown to become one of the largest female independently owned RIA in the state.

    A natural teacher, her passion for education is tireless. Diane has taught Certified Financial Planning credentialing courses at New York University. She has given educational workshops for corporations and organizations such as the Marriott Corp, Kraft Foods and Western Michigan University. She is the author of book, Owning Your Financial Success: A Savvy Women's Guide to Financial Empowerment and writes a monthly column for Community Lifestyles. In addition, she has developed a workshop on gender communication for financial advisors, helping them build a better experience for their female clientele. 

    Thursday, September 27th (two locations/times)
    TFG Advisors, 3121 University Drive, Suite 100, Auburn Hills

    Registration:  7:45 am to 8:00 am
    Presentation:  8:00 am to 10:00 am

    Location:  Holiday Inn, 3600 Plymouth Road, Ann Arbor
    Registration:  1:45 pm to 2:00 pm
    Presentation:  2:00 pm to 4:00 pm

    Seating is limited ... be sure to register for the location you plan to attend!
    Click here to register for Auburn Hills location (morning)
    Click here to register for Ann Arbor location (afternoon)



    $20.00 FPA Member

    $35.00 Non FPA Member

    $20.00 Non FPA Member First Time Guest