Group Coaching Call Topic February: The State of Women in Wealth Management
Presenter: Dr. Julie Ragatz
Group Coaching Call Topic Description: When it comes to the state of women in wealth management, nothing much has changed in the past decade. We’re still underrepresented (we make up more than 50 percent of the population, but only around 23.7% of CFP professionals). We’re still experiencing discrimination. We’re still under-sponsored. We’re still handling a majority of the caregiving responsibilities at home. All that is according to the 2023 State of Women in Wealth Management study from Carson Group. Join Dr. Julie Ragatz, one of the report’s authors, to take a dive into three key findings from the 2023 State of Women in Wealth Management report in this month’s group coaching call. Come prepared to discuss!
Presenter Bio: Dr. Julie Ragatz serves as the vice-president of nex-gen and advisor development programs at Carson. She holds a doctorate in philosophy from Temple University and a master’s degree from Marquette University.