This quick story may inspire you to rethink your current marketing strategy, especially when it comes to women. There were 42 women and just two men in the yoga workshop I attended. While it became evident that everyone came seeking…
Both male and female advisors around the country are thriving since participating in the Masters of Women’s Advisory Certificate Program. Read their stories as they share the impact this new model has brought to their business growth. Adri’s Masters of…
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.…
Many advisors are terrific educators, truly adept at explaining the world of investment and finance… but when it comes to seminars, this is NOT what brings in the business. (In fact, sometimes it drives prospects away!)
If you want to deliver a really great presentation, you have to do 3 key things:
- Educate, and
Unfortunately, most advisors focus 99% of their time and energy on educating.
Why? Because it’s boring – and if you lose their attention, you lose their business.
To generate great results from your seminar, you have to do more than deliver a lecture.
Here’s what you need to remember:
The first step is to win her business but your job is far from done, now you need to take exceptional efforts to turn your new female client into your most loyal raving fan: Dear Diary, OK I have to…