The Lindberg & Ripple
Read the latest news and insights on investing,
wealth planning, benefits, insurance solutions, and more.
Wed. September 29 | 10am PT
Ella Chase, co-founder of Wellth Works and a sixth-generation inheritor within a family enterprise, uniquely understands the advisor-client relationship for HNW women. Ella will discuss tactical tools to improve advisor relationships with clients and their family members so that advisors can “stick with the family,” and she’ll address and debunk common assumptions about female clients.