Do you have the right approach to engaging women in Finance?

The DyMynd solution empowers women to gain Clarity, Confidence and Conscientious in their relationship with money:

  • Brings Clarity to each woman’s relationship with money and finance.
  • Provides a dynamic opportunity for women to identify and understand their own emotional financial security to build Confidence in their personal money style.
  • Gives her the pathway to be more Conscientious about how she can vote her values with her dollars.

Presentations for Women at Your Organization

Clarity | DyMynd hosts a Roundtable Discussion group (2 hours) with leading professional women. This is an intimate event for groups of 8-10 women who are engaged at the organization and would benefit from a guided conversation about their relationship with money and finance.

Confidence | The Money is Always in Style presentation (90 Minutes) enables women to unlock their money style and own the way in which they want to engage with finance. This presentation is design for larger groups (greater than 10). Participants will have an opportunity to take the DyMynd Identity Assessment to better understand their financial identity as a means to developing a healthier approach to managing their money to achieve their goals.

*Note: This event can also be provided as a “Money & Merlot” evening networking for emerging professionals or a “Dough & Donuts” morning breakfast for millennials.

Conscientiousness | The I Am My Own CFO presentation (90 Mins) helps women to integrate their money style with their financial strategy so that she can leverage her money to achieve her person, professional, and life goals in a way that suits her values. Participants recognize that they are their own Chief Financial Officer and Chief Family officer as they align their personal and family values with financial strategy.

Note: DyMynd presentations range from 90 Minutes to 2 hours depending on the goal of the event and desired level of engagement from the participants. The DyMynd Identity assessment can be included as an offering for all events.

Seminars for Your Advisors

Financial advisors need the right tools to understand a more holistic perspective that actually resonates with women. DyMynd has the right insights into how women really think and want to engage. DyMynd has two trainings that can turn your team into Code Crackers.

Cracking The Code on Women and Finance: A experiential based training for advisors to understand their female clients through real world experiences and evidence-driven tools (60 Mins).

Connecting Women to Their Values: A training on how best to engage the female client in socially responsible investing. The key messages for every advisor to know (60 Mins).

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