The Ideal Advisor: Why Women are the Perfect Fit for the Advisory Industry
The role of women in home finances is changing.
As a woman-owned business focusing on financial services/insurance, Zeldis is interested in exploring the barriers and challenges women face in the advisory industry and understanding the unique qualities and strengths they may bring to the table.
The research findings from our Thought Leadership study are discussed in the video capture of our live webinar, and the presentation deck below.
Learn more about this research project HERE.