Q2 EDUCATION SERIES: CLIENT CENTRIC STRATEGIES FOR SUCCESS

When: Wednesday, April 8 at 2:00pm ET
Speaker: 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.

Career transitions
Divorce
Widowhood
Burnout
Business exits

In recognition of Financial Literacy Month, WIFS welcomes wealth management veteran and author AJ Bishop-Andrews for a thought-provoking session inspired by her novel Rich Like Her. In an industry focused on numbers, professionals often miss the deeper conversations women clients are quietly craving. Through the stories of four high-performing women navigating pivotal life crossroads, AJ will explore how identity, ambition, burnout, and belonging shape the financial decisions women make.

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.

REGISTER TODAY!