Attracting, Working with and Retaining Female Clients

On Demand
It’s not a secret anymore – women make great clients, yet advisors often underserve their female clients or don’t market to them – a lost opportunity to grow your business and reach more people that need your services. After all, women control over fifty percent of the wealth in the United State and this control is expected to grow to two thirds by 2030. Developing a female niche is an excellent strategy for an advisor to differentiate themselves, add value and build a focused service model.

In this session, you will learn how to choose and attract your female niche, grow your understanding of women’s unique financial planning needs, and build a service model that will add great value to their financial lives.

Learning Objectives:
• Learn strategies for choosing your target female client
• Learn strategies to attract your target female client
• Learn ideas for developing a service model that will surprise and delight your target female client for the long-term