Making small but progressive changes to your practice will validate to women that you care and respect what is important to her. When she truly knows you care about her she will become your loyal raving fan (and so will her husband).…
Running a campaign is a powerful process providing advisors with more focus, more direction, more clarity and bigger results. Focusing on the women’s market is no different and can even provide immediate and longer lasting results. You don’t have to…
Women focused financial practices are popping up all over the country. Five years ago female friendly practices were few and far between, but today the momentum is growing rapidly. Female advisors are quickly staking their claim as a natural market,…
Women are leery, that’s the bottom line. And women are not stupid, when they get an invitation to a nice event free of charge they know you will want something from them, or at least that is what they are…
I am about to say something that may sound a little harsh, but it’s true and it needs to be said... If you say you focus on women then either put up or shut up because women can see right…
Total wealth management is dynamic and just as your client’s lives are constantly changing you need a system that systematically and effectively keeps up with those changes. Managing every aspect of your client’s financial lives is an ongoing process and…
Don’t call it a seminar, for most women a seminar is long, boring, and tedious. DO call it an EVENT that sounds more festive, exciting, and lively. Don’t serve a heavy meal, especially for women. Do be sure you have…
Without a feminine compass, venturing into the lucrative market of women and wealth (while necessary for growth) can be dangerous, especially for male advisors. Over the next decade, women will be the recipients of the greatest transference of wealth in…
Marketing to women is the key to future growth. While advisors all over the country are looking for ways to tap into this lucrative market their ‘number one hurdle to success’ is the fear that they may alienate the men.…
Before women care about your credentials, experience or even performance you must meet three important criteria before they will consider you as their advisor: Interpersonal Skills: Women want you to have good interpersonal skills able to converse and engage her…