WEDNESDAY, NOVEMBER 18, 2020 | 12:00 PM 1:00 PM
Author and behavioral scientist Ande Frazier will provide us with insights into the future of the financial services industry. Women play a key role in this future. Already, they control 32% of wealth in the United States. This represents not only a shift in power and influence, but it points to shifts in behavior, a change in what consumers value. The future of finance will be greatly influenced by women, wealth and their worth.
You´ll learn:
- Why it is important to distinguish between Worth and Wealth.
- The role of behavioral science in your money decisions.
- The power of having a money maxim.
- Some of the biggest myths women believe about money.
A wave is coming. Will you stand by watching while others enjoy the surf? If that’s not what you want, And can teach you how to best ride the wave.
Panelist
Ande Frazier CFP®, CLU, ChFC, RICP, BFA™, ChSNC, CDFA®️
Partner
Clocktower Wealth Management
Ande began working in the financial industry over twenty-seven years ago, specializing in personal finance and wealth building for individuals and business owners. Her skills saw her become a prominent speaker and thought leader in the financial services industry. She has coached and developed thousands of financial professionals.
Following her various leadership positions in the financial services industry, including the running a multimillion-dollar fintech company, Ande felt it was time to return to her roots working directly with people. With that, she rejoined her family’s wealth management firm.
A widely known expert on behavioral finance, Ande is a regular guest on major national broadcasts where she speaks about important topics at the intersection of women and finance. In 2019, she was named in separate issues of The Top 100 Magazine as one of the top 100 people in finance and one of the top 50 women in finance. As if all that wasn’t enough, this listee in Bristol’s Who’s Who is also the author of Fin(anci)ally Free: 11 Conversations to Have with Yourself About Life, Money and Worth (Forbesbooks).
In addition to her financial education, Ande has received training from the Coach Training Alliance, Landmark Education, Heroic Public Speaking and The Life Coach Institute. She is an active member of AALU, NAIFA, Vistage Worldwide and WIFS. Ande holds her Life and Health Insurance license as well as Securities licenses (series 7, 65, and 63). A Georgia native (Go Dawgs!), Ande lives in New York with her husband and two children.
Hosts
Norm Trainor
Founder & CEO
To contribute to the growth of a learning organization, yours and mine.
Keita Demming, PhD
Development & Innovation
Generating added value to drive new and existing relationships.
