Developing a Business Model to Attract a Diverse Client Base

When:  Dec 20, 2018 from 12:00 PM to 1:00 PM (ET)
The December AFCPE/FPA Financial Counseling call will be held on Thursday, December 20th at 12 PM ET.

Guest speaker Roslyn Lash will be presenting, "Developing a Business Model to Attract a Diverse Client Base".

The benefits and the importance of serving low-to-moderate income families as well as higher income clientele. 

Key topics that will be discusses include:

  • There is a demand for your talent
  • Developing tools for diverse clients
  • Attracting younger clients
  • Meeting potential clients where they are
  • Thinking outside the box

Roslyn Lash is an Accredited Financial CounselorⓇ and the Author of The 7 Fruits of Budgeting. She specializes in financial education and works virtually with adults helping them to navigate through their personal finances i.e. budgeting, savings, debt, and credit repair. Her advice has been featured in national publications such as USA Today, Forbes, TIME, Huffington Post, Los Angeles Times, and a host of other media outlets.


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