Incentive programs appeal to some women because many are community-oriented and typically want to increase their financial acumen."
Adri Miller-Heckman, a financial industry consultant. |
Summary: An Ohio adviser is using a formal incentive program to encourage her female clients to boost their financial education. Paula Chesser, an adviser with Robert W. Baird & Co. Inc. in Akron, Ohio, created a Savvy Women's Club that hosts eight workshops or seminars for her female clients on topics such as confronting risk in a portfolio and a “Guide to the Financial Markets.”
Incentive programs appeal to some women because many are community-oriented and typically want to increase their financial acumen."
Adri Miller-Heckman, a financial industry consultant. |
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