Advisor Services
Let's Build Something Incredible Together
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.
My Top Tips For Advisors
Grab It Here
as seen in
You don't have to do it alone.
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 deliver what women want from their advisor and how to build your practice by creating a targeted strategy and build lasting connections with your female clients and prospects.
Check out My Article for AdvisorHub Magazine
You will learn
- 50 minute training class
- What women want from their advisor and how to deliver it
- Communication skills you need to connect and build trust with women investors
- Handouts - Including scripts to use, questions to ask, and how to make strong connections
- 30 minute Q&A for those who want more info
- What makes the best success stories to get your prospects to say "That's what I want"
- How to put your action plan into place
Learn More
Advisor
Coaching
Co-Branded
already done for you
educational
videos
Women's Events
Easy to understand finance and long term investing educational videos
created by a CFA (me). Use
with your clients or prospects
including a Co-Branded landing page and welcome video.
All for a monthly subscription!
Marketing Content
creation
Build better email relationships, newsletters and presentations that focus on creating trust, connections and long term relationships with women clients and prospects.
