Why We Started a Women’s Initiative
We decided to take a focused approach to deepening our relationships with our female clients and make meaningful connections with other great women in the community. Read more…
Financial Advisor Magazine invited Sara Gelsheimer, Wealth Manager and Founder of Plancorp’s Women’s Initiative, to share her insights at the 3rd Annual “Invest in Women” Conference May 10th in Dallas, Texas.
Sara spoke to the need for women’s initiatives across the wealth management industry and offered tips and experiences to firms following Plancorp’s path. She was quoted in Financial Advisor’s follow-up piece, “Can New Initiatives Put Women in the Advisor Pipeline?”
Sara founded Plancorp’s Women’s Initiative to deepen relationships with existing female clients, as well as to support women in the community. Women’s Initiative events are intended to be educational, inspirational and address topics women really want to hear about, based on client feedback. Sara says she’s learned “there’s no better time than now to build a platform for women to find their financial voice.”
For more information on the Plancorp Women’s Initiative, visit the Women’s Initiative page or download the group’s overview PDF.