When a female client is happy with your services — whether you design home interiors, cut hair or provide financial advice — she is much more likely to recommend you to her friends and family. In fact, according to wealth psychology expert Kathleen Burns Kingsbury, women over their lifetime will make 26 referrals of their financial adviser on average, compared with 11 by the typical male client.

DyMynd’s 180-minute All Women Want Options workshop, accepted by the Investment Management Consultants Association (IMCA) for 3 Continuing Education credits, was spawned from DyMynd Founder, Carolyn Leonard’s personal experience with options trading and how it defined her relationship with money. It aims at providing Financial Advisors with the knowledge they need to incorporate options trading strategies into their client’s portfolios as well as enabling them to create long lasting relationships with their female clients.

The All Women Want Options curriculum takes what we call a woman’s “care network” and her feelings about investing into consideration. This workshop provides a guide to demystifying terminology around options trading and helps professionals gain a better understanding of the language and meaning behind options transactions. The education also provides insight into their female client’s investment needs and behaviors.
.

Key Takeaways

• Learn how options strategies can generate income and protect one’s portfolio
• Gain insight into a female client’s financial needs
• Understand one’s investment behavior decisions and relationship with money