Jul 17, 2019
At the W Forum, we showcased four W Forum Visionaries. We continue our podcast series featuring the last presentation in the event you wish to hear it again or listen to for the first time if you missed it.
FSC affiliated advisor, Debra Brennan Tagg, CFP®, President, DBT360, will speak on the subject What You Need to Know About Negotiation to Truly be a Holistic Planner. Premiering on July 17th, this podcast will discuss the holistic relationship with clients and how this is a big opportunity for women. Holistic planning should encourage clients to negotiate for more pay, bigger opportunities, or better work-life balance so they can live the life they want. Debra will talk about why this is important for female clients and will present negotiation tactics advisors can use to help clients understand this so they feel empowered to ask for what they need.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!