Women & Finance Knowledge Circle: Cultural Intelligence: Different Values & Behaviors in Financial Planning
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If a client does not return our smile or avoids eye contact, we might assume that the client does not like us or trust us. In fact, smiling and eye contact are behaviors that differ across cultures. While we often think of culture in terms of ethnicity and nationality, it may be based on other commonalities, such as age, hobby, or region within the US. Differences make every group interesting and also bring challenges to understanding a client. The goal of this session is to build the planner’s awareness of how values and behaviors may vary across communities. By learning about behavioral differences, we can build a deeper connection to our clients.
Stephanie Lee, CFP®
Founder
East Rock Financial Services
Stephanie J. Lee, CFP®, founded East Rock Financial Services, a financial planning and wealth management firm. She gained cultural knowledge as a director for a global financial analytics firm, working with bankers in 17 countries on portfolio optimization. Stephanie volunteers on the Board of Directors for California Jump$tart, a nonprofit dedicated to improving K-12 financial education. She is a jazz bassist and rock violinist who has performed on 22 recordings, and she is an official voter for the Grammy Awards. She has a B.S. in Applied Math from Yale and an MPA from USC. Stephanie has spoken at many FPA conferences, has appeared on CNBC, and has been quoted by The New York Times, The Wall Street Journal, Reuters, Kiplinger, and the BBC.
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