It’s easy to say you have great relationships with your female clients but how do you know for sure?
My mother’s financial advisor (a woman) had no idea she wasn’t meeting my mothers needs, until she received the transfer notice. My mother was always friendly that’s why the advisor was shocked when my mother transferred her account to another advisor, talk about a wake up call.
Women want more than just performance reports and market updates. Surveys show that women are more disappointed with the financial services industry than most every other industry. And like my mother, women won’t always tell you they are not happy, they just leave.
Are you doing enough for your female clients?
Take our 10-question survey to know for sure…
Answer the questions here: https://adrimillerheckman.com/are-you-prepared-quiz/
Whether you are looking to attract more women to your practice, or simply want to build stronger relationships with your women clients and increase retention at Adri Miller Heckman Consulting we have developed the process, tools, strategy and community to help encourage and enhance your ability to connect and communicate with women in a more effective way.
At Adri Miller Heckman Consulting we make engaging women fun, easy and effective.