Amanda works to improve the implementation process for customers through expert onboarding, creative instructional design, and personalized training. Prior to her role on the technology adoption team, she worked as a partner support specialist.
Improving the client onboarding experience for our new clients is one of the most important steps to acquiring and keeping new business.
In order to properly work toward a life of financial freedom, women need to prepare for their futures by investing their money.
With a significant amount of women not saving enough for retirement, let us examine some other challenges that women face in regards to their finances.
When advisors ask about their clients, they typically ask about the husband. Although this is not an odd setting for a software company, it concerned me; so I started asking questions. Why are not more women working in finance? Where are the women investors?