Pam Pugh

Client Engagement: Building a Bridge to Women

Tools and Resources: Practice Tool
March 2018

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Review this document before meeting with a woman client to refresh your perspective and knowledge. Includes relevant statistics on women and wealth, along with several key tips to remember as you share financial advice with female clients.

About the Speaker

Pam Pugh

Women Doing Well

Pam Pugh is a co-founder of Women Doing Well. Pam guides charitable organizations in strategic planning & implementation through her firm, Reaching Forward, LLC, and is passionate about forming generosity collaborations to unleash a wealth of financial resources to further the gospel of Christ. Pam helped pioneer the non-cash giving program as an executive with the National Christian Foundation.

Related Resource

Kim King

Client Profile: What Women Clients Want You to Know Study Group

Mar 2018

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Pam Pugh

Client Engagement: Building a Bridge to Women

Tools and Resources: Practice Tool
March 2018

Description Log in to mark as a favorite

About the Speaker

Pam Pugh

Related Resource

Kim King

Client Profile: What Women Clients Want You to Know Study Group

Find a Professional

CKA^® Designation

Membership

Events

Training

Resources

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About

Pam Pugh

Client Engagement: Building a Bridge to Women

Tools and Resources: Practice Tool March 2018

Description Log in to mark as a favorite

About the Speaker

Pam Pugh

Related Resource

Kim King

Client Profile: What Women Clients Want You to Know Study Group

Find a Professional

CKA® Designation

Membership

Events

Training

Resources

Partners

About

Tools and Resources: Practice Tool
March 2018

CKA^® Designation