Partnering with Financial Advisors to build their business through women investors. Provide Advisors the training and language to make strong connections with female clients. Also offer financial education events as an extension of the advisor team.
45% of all married women make the same or more than their spouse according to Pew Research.
Women are also set to control roughly 30 trillion in assets by 2030.
Yet, almost 50% of women say that Financial Advisors Patronize them according to recent studies.
I can help you understand what women want from their advisor and how to build your practice by making lasting connections with your female clients and prospects.
60 minute live training class to give you the communication skills you need to grow your practice through women investors.
9 pages of Handouts with scripts to overcome negative beliefs, asking questions, and how to create the right success stories to build trust and connect with women clients and prospects.
Let's schedule a 15 to 30 minute call to discuss how I can help you increase client growth through one on one coaching for your business .
If you need a Woman to partner with you and your team to hold women's educational or appreciation events,
Let's talk.
Build better email relationships, newsletters and presentations that focus on creating trust, connections and long term relationships with women clients and prospects.