If you didn’t change and adapt you wouldn’t be here today. In the 80s, we went from stock broker to financial advisor, the 90s from transactional to fee based business. The 2000s combined banking and financial services. The next shift has already started. The question is are you ready?
Women are quickly becoming the most lucrative market for any financial advisor looking to grow their business. They are controlling more wealth and are not happy with their experience in financial services.
Women clients want something more, something different and if you don’t provide it they will find an advisor that does. If you haven’t incorporated a more female friendly practice your future may look rather bleak.