Attracting and Retaining Female Clients

10:50 AM - 11:50 AM
It’s not a secret anymore – women make great clients. They are motivated, communicative, loyal and they control more than 50% of the personal wealth in the U.S. It is also true, that developing a niche is an excellent strategy for an independent advisor to stand out in the crowd and build a sustainable practice. In this session, you will learn:
• Strategies for choosing your target female client
• Marketing techniques to attract your ideal client
• Ideas for developing a service model that will surprise and delight them for the long-term