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How Advisors Reassure Women in Volatile Markets

 

How to Reassure Women in Volatile Markets

Women are even more skittish and tentative about their money and investments during market volatility. As an advisor, this is your opportunity to build a stronger relationship with her! You must be proactive and intentional in your desire to ease her fears and concerns. Communicating clearly and helping her understand the long-term impact is critical to your long-term relationship.

How to ease a woman’s concerns in volatile markets:

1. Let her know you are watching out for her. Call her and let her know you are monitoring the markets and her account, and express your confidence in her ability to achieve her financial goals still.

2. Give her a game plan. Don’t just hold her hand and console her; let her know what you plan to do and when.

“Mrs Smith, I will be monitoring your account carefully and

  • “If the markets continue to go down I plan to _________________.”
  • “When the markets recover I plan to _______________.”
  • “I will call/email you again on _________ to discuss further.” (Be sure you follow through with your commitment.)

3. Remind her what you have achieved. Focus on her portfolio growth and the benefits of being IN the market.

“Remember over the past 5 years we have grown by 7%, increasing your portfolio by over $______________. We are well-positioned to weather this correction.”

4. Ask her what else you can do to calm her concerns: “Mrs. Smith, is there anything else I can do to ease your fears and concern over your financial future?”

Be proactive, have a game plan, and let her know she can depend on you; this small action can significantly impact the growth of your business. You can be a source of comfort to the women in your community.

Learn what you can do as a firm, leader, advisor, or support staff in order to have a huge impact on the women’s market on the femXadvisor Podcast.

Photo by londondeposit @depositphotos.com

Are you doing enough to keep your female clients happy? Lets find out.

After completing this 10-question survey, we will review your answers and provide you with recommended tools and strategies to meet your needs.

Do you have a story that tells women why you care about them?

Does your message about what you do appeal to women?

Is your message compelling enough to inspire further interest from both genders?

Have you carved out a place for women on your website?

Do you send regular emails that are of interest to women?

Do you post women friendly content on social media?

Do you host events and seminars for women only?

Is your office decorated in a way that women love?

Do you communicate in a way that women understand?

Are you getting enough referrals from women in your database?

Please provide us with your contact info, so we can send you your results!

First Name *

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Are you Male or Female?

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Tell us a little about your business, and we’ll let you know what strategies will best help your business grow.

I want to strengthen my relationship with my female clients in order to prevent future attrition.

I want to actively attract more women in a way that inspires more referrals to my practice.

I currently focus on women and want a source of ideas, strategies and a supportive network to enhance my efforts.

I want a seminar process that both engages women more effectively and helps brand me in my community as the advisor that cares about women.

I want to make women a primary focus to my future marketing, but want a proven plan and process that is easy and effective.

Please provide us with your contact info, so we can send you your results!

First Name *

Last Name *

Company *

Email*

Phone Number *

Are you Male or Female?

Would you like to join Adri’s email database: Including marketing advice from Adri, updates on her latest coaching programs and direct access to her blog?

×
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