Statistics prove that women and younger investors want different characteristics and resources from their financial professionals. Torri Hawley, Director of Client Learning Experience at Tamarind Learning and Julie S. Johnson, XY Communication Founder & Chief Engagement Officer discuss not only the WHY behind these findings but more importantly, the steps advisors can take to become the go to for these investors. 

Set up a short one-on-one consultation to discuss:

  • Your needs, interests, program, and pricing options
  • Ways to use Tamarind Learning (individually, in groups, or cohorts)
  • See a live demo and ask any questions you may have

Schedule below: