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It’s no surprise that men and women view investing very differently. The language, the approach, and the decision making process are unique to the way each one is wired. Learning how to bridge the money conversations between couples as clients can make a tremendous difference in client retention and attracting referrals for new clients. Solidify your current relationships and grow new clients by learning new paths to engage the female client. Pam Pugh & Sharon Epps of Women Doing Well and Amy Sherman of the Sagamore Institute provide a sneak peek at the early results of a national research project and explore ways to create interactive dialogue with men and women. You will receive helpful takeaways to implement into your practice.
About the Speakers
Sharon Epps
Kingdom AdvisorsSharon Epps has served as President of Kingdom Advisors since August 1, 2022, after previously serving as Chief Operating Officer and Director of Training. Sharon has a background in corporate banking, as a stewardship pastor, and as an executive with Crown Financial Ministries and Generous Church. She was also a co-founder of Women Doing Well. Sharon’s passion is to energize stewardship and generosity through highly-leveraged leaders.
Pam Pugh
Women Doing WellPam 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.
Dr. Amy Sherman
The Sagamore InstituteDr. Amy Sherman is the author of seven books including Kingdom Calling: Vocational Stewardship for the Common Good. Her most recent book is Agents of Flourishing: Pursuing Shalom in Every Corner of Society. Amy has a deep interest in kingdom investing and writes regularly for the Eventide Center for Faith & Investing. She is a Senior Fellow at the Sagamore Institute, where she directs the Center on Faith in Communities which assists congregations and nonprofit ministries in effectively advancing mercy and justice in their communities. Dr. Sherman also serves as Senior Advisor to Made to Flourish, a national network of congregational leaders seeking to integrate faith, work, and economic wisdom.
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