Every advisor has and will receive this type of referral; a woman going through divorce. Granted she typically has sizable assets that are totally liquid but that’s not what drives you.
It doesn’t matter where the referral came from, a valued client, a center of influence, maybe just a friend but the moment you pick up the phone you know you want to help her.
You hear her desperation, feel her pain and desperately want to set her on a path to feeling financially secure, it’s just what you do. But as with most women dealing with divorce her emotions are running high creating chaos, confusion and additional challenges that make it difficult to move forward.
Understanding how to get her to make the best decisions for her future can be challenging. You didn’t sign up to be her therapist but understanding how to communicate with her during times of crisis can be a win win for both of you.
There are really 5 conversations that you must have in order to talk her off the edge, help her see the bigger picture and make important decisions that will impact her future. These 5 conversations will help you to build trust faster, win her loyalty but more importantly help her clear the fog helping her to make the best decisions for her life.
Join me for an insightful webinar and discover how you can help turn her emotional chaos into financial confidence! With my special guest Allison Jeffreys, Divorce Coach and author of “A Woman’s Guide to Surviving Divorce”.
5 Most Critical Conversations That Will Win Her Trust And Loyalty
During this webinar, we will pull back the curtain to show you what women really want from an advisor, what she needs from you to gain more clarity and how to communicate with her and become her most trusted advocate.