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 40% of women say that Financial Advisors Patronize them according to a NY Life study.
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.
Let's schedule a 15 to 30 minute call to discuss how I can help you increase client growth through educational
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