Dahna M. Chandler, MPS

High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this white paper, advisors learn why this important investor segment has value to them and how to reach this market.

(Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust.)

To provide the best possible care experience, healthcare providers need to adapt to changing social and demographic trends for the #1 healthcare consumer: women.

In the United States, women are the most active healthcare decision-makers and users. Significant data supports the need for healthcare providers to recognize their value and transform their practices to serve them.

Increasingly, investors are interested in aligning their investment portfolios around their
environmental, social, and governance (ESG) values. Savvy financial professionals are taking the necessary steps to identify their clients' interests and values to help them meet their investing goals. This research-backed white paper shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.

Your home is among your biggest lifetime purchases, so you’ll want to make it right. Like most Americans, you have most of your net worth tied up in your real estate. As an appreciating asset that typically accrues significant equity in the long term, you can use real estate equity for multiple purposes. It also can be passed down to your children. If you learn how to buy yours like an investor, you'll always get the best deals and generate the most equity from the outset. Let these investors tell you how they win in real estate transactions.

An exceptional employee onboarding and training program at the Nusenda Credit Union produces an award-winning employer. Learn about their talent management program here. (Image Credit: atibodyphoto http://bit.ly/1UW6Wsz)

This case study I pitched, developed, sourced and wrote to show that Gen X, now the wealthiest generation and 81+ million members strong, is a market worth targeting for credit unions. It overviews a profitable marketing campaign launched by this Fort Worth, TX credit union and provides solid justification for why and how other credit unions should plan and launch similar campaigns targeting this generation which influences the two generations who precede it and the two who follow.

How does a business manage a disaster that only affects that enterprise and continue to serve its customers at the same time? When a fire damaged Fairfax County Federal Credit Union in 2013, Nicole Bowen and her team had to put their established disaster management strategy in action. And, the outcome was successful.

What happens when a small NY credit union uses its own ACH data and a small marketing budget to create a auto loan recapture promotion for its members? Phenomenal results happen, including $2.2 million in auto loan business in seven months, up to a 22:1 ROI for each marketing dollar and a jump in signature loan, HELOC, and new credit card account business. Read my case study and learn how, occasionally, marketing can produce magic (although planning took three years).

This Virginia credit union changed its mortgage lending paradigm to accommodate members’ availability and interests. By changing the pay structure for its mortgage loan officers, the credit union substantially increased both personal income opportunities for their mortgage lenders and revenue for the credit union. Member satisfaction for their mortgage loan clients is at an all-time high, and those members maintain at least four personal finance products with the credit union.

By turning a longstanding consumer credit model on its head and rewarding its members for their good personal credit behavior without their having to ask first, BECU repriced $100 million in consumer auto loans in 2015, raised revenue and raised its member satisfaction with its refinancing strategy.

If you've been home shopping, you know it's rough out there. Home inventory is low and competition, especially for the best homes, is high. You do have another option: building a house of your own.

But, will that cost more than buying a resale home? Read this complete guide, an online ebook you don't have to register to download, and learn what to consider so you can make smart choices.

In this guide: When shopping for a mortgage, you’ll be able to choose among several types of home loans. They can have fixed or adjustable interest rates, terms can range from 5 to over 30 years and loans can be conventional or government-backed. Each has advantages and drawbacks and is good for some borrowers and a bad fit for others. This comprehensive guide helps you decide among products and choose the right loan for your circumstances. It's a long read but a worthwhile one.

New Construction: It’s A Thing Again. Builders express more excitement about the new construction market than they have in years, especially after a market slump. Consumer confidence is so high from 75 months of jobs growth, there’s a shortage of resale homes to buy. So, should you consider buying in a new home development, or buying a custom-built house? If you decide to build, here's how to avoid new build nightmares.

There are dozens of acronyms and abbreviations your loan officer may use that are unfamiliar to you. Below we’ve defined the most common ones for reference but remember: Don’t be intimidated and don’t be afraid to ask the meaning of any term you don’t know. Asking for clarification will help you feel confident that you are making the right decisions about your home loan. Familiarizing yourself with these basics will help you communicate better with any loan professional.

There’s a lot to know when you’re buying real estate. This high-ticket purchase could be the largest investment you ever make. You can’t afford to let things get lost in translation, especially the language of the deal. However, some real estate agents speak in industry lingo that brings back your worst high school foreign language class memories. It’s not their fault. These real estate terms have legal meanings so they must use them. Here's what they mean.