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Join us for our monthly Education Webinars! Held every 2nd Wednesday at 2 PM ET, unless otherwise noted below. These 1-hour sessions are great opportunities to learn, engage and connect with professionals in the industry. Unless otherwise noted, all webinars are open for anyone interested in learning more about the topic or WIFS. We encourage you to join - and bring a friend! CLIENT CENTRIC STRATEGIES FOR SUCCESSWhen: Wednesday, April 8 at 2:00pm ETSpeaker: AJ Bishop-Andrews
Rich Like Her: Using Story to Deepen Conversations with Women Clients
What happens when a woman realizes the life she built is no longer the life she wants? It is a moment many high-performing women quietly experience. And it often shows up in the conversations we have with clients. Designed for advisors, planners, and professionals who want to strengthen relationships with women clients, this session introduces a powerful client-centric approach: using storytelling to open meaningful dialogue. Participants will gain insight into the emotional and psychological drivers behind financial decisions and walk away with practical ways to create richer conversations with the women they serve. Save the date for our remaining 2026 webinars! May - Client-Centric Strategies for SuccessMay 13, 2026 June - Client-Centric Strategies for SuccessJune 10, 2026 July - Financial Literacy + Wealth ManagementJuly 8, 2026 August - Financial Literacy + Wealth ManagementAugust 12, 2026 September - Financial Literacy + Wealth ManagementSeptember 9, 2026 October - Innovation + TechnologyOctober 14, 2026 November - Innovation + TechnologyNovember 11, 2026 December - WIFS Town HallDecember 9, 2026 |