Understanding the Gender Confidence Gap (Wealth Creation & Management)

May 5, 2021 – 11:35 a.m. to 12:20 p.m.


  • Juli McNeely, Consultant/Coach/Speaker, Juli McNeely Consulting

Moderated by Brad Brain, Registered Financial Planner, Brad Brain Financial Planning Inc.


Confidence for Men vs. Women

  • Common Male Attributes: Assertiveness, Risk Taking
  • Common Female Attributes: Community, Compassionate
  • Self-Promotion – Job Description, Job Interview or Performance Review examples…Lean In/Lean Out
  • Gender Blindness – avoid golfing or spa days, modeling female attributes communal leadership style or empathy and broaden the scope of attributes that are valued and rewarded in your organization

 Growing Your Confidence – Mental Training

  • “Success equates more closely to confidence than it does to competency”
  • Six things that may help grow your confidence

Helping Clients Grow Their Financial Confidence to Strengthen the Relationship


Juli McNeely