Category: Video Training

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Mistakes Financial Advisors pay for when hosting events; Why 20 High Net-Worth prospects just walked out the door.

This advisor filled the room with over 20 high net worth prospects and he blew it, don’t let this happen to you. It’s been a while since I’ve been on the receiving end of a financial presentation at least one where the advisor doesn’t know me. I must say while I was impressed with the marketing and turn out the advisor blew the opportunity. When you are able to get in front of 20 high ...

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A Purposeful Process- Video on How to Attract Female Clients

Keys to the Ladies Room Video Series: We all know women are multi-taskers and as a result they require systems and processes to make their life easier and more efficient. Women want the same from you. In most cases working with a financial advisor just adds more work to their already busy lives and they rarely incorporate a process that actually helps women become more organized and efficient w...

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Keys to the Ladies Room Video Series: Attracting Female Clients

Step 2: Mars vs Venus To create a female friendly practice that attracts more women and generates 3 x more referrals you must understand the difference between men and women. Understanding how women think and process information differently can add tremendous value to your approach with women. There are really two key components that you must grasp: You must recognize women’s strength...

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Keys to the Ladies Room Video Series: Attracting Female Clients

Step 1: The New Paradigm The first step to attracting more women to your practice is understanding the new paradigm. In the past the industry focused on 3 core concepts; Prospecting, Selling and Closing all of which are highly abrasive terms to women. Women abhor being prospected, hate to be sold to and turn the other way when you are trying to “close” them. In order to attract more women ...

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Keys to the Ladies Room Video Series: Attracting Female Clients

As a financial advisor there is no avoiding it, if you want to succeed going forward you must focus your efforts on attracting the female clients.  It’s no longer just about surviving. Adding more women to your practice will accelerate growth, inspire more referrals and reduce future attrition dramatically. Now there is more to attracting women than just adding fresh flowers and tea cups to ...

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