Building Your Practice

Through Women Investors


More women are going to college now than men and more women are attending law school than men. 

Add to the wealth transfer set to happen over the next 20 years and servicing women as a client segment can't be ignored. 

What do women want from their Advisor?

Shocking News....
Men and Women view the world differently!

But Seriously,  countless studies show that men and women view the world through a different lens.  How we define goals, success and risk can be different and how we use language is definitely different!

Women can have some negative beliefs around advisors and investing which you need to overcome in order to build trust. 

This Seminar is for Advisors who want to learn to  easily connect with women investors and be their go to financial partner. 

WHAT'S INCLUDED

Virtual
TRAINING

60 minutes of Primary training where you will learn all you need to know to build your action plan around women investors.  From what women really want from their advisor, to how to build trust and connections to make prospects take action! 

Also Includes!

30 Minutes of additional time for Q&A and review the 9 pages of Handouts.   You will also learn how to build the right type of client success stories so your Prospects will say
 "That's What I Want!"

Handouts/Scripts 

You’ll get 9 pages of examples, questions and phrases to use so you can get started building your practice as soon as possible. 

Approved for 1 hour  CE Credit (with a quiz) for CIMA, CPWA, RMA and CIMC.

Next Virtual Session 
coming soon!


Only $147   
 for a total of 90 minutes of training

I’M HERE TO HELP

As your Female Client Relationship Coach, I promise to provide you with the knowledge you need to build trust and connections.

With over 25 years of experience in the financial industry, I understand the frustration and disconnect between female clients and financial advisors.  This is Not about anyone's intent but about men and women communicating differently and viewing the world from a different lens.

My mission is to ensure that advisors better understand what women investors want and how to help Advisors deliver that to them. 

Get Notified for the next Date!

The results

HOW DOES THIS SOUND?

uNDERSTAND THE TOP NEGATIVE BELIEFS WOMEN HAVE AROUND INVESTING AND HOW TO OVERCOME THEM

lEARN HOW iNTELLECTUAL AND EMOTIONAL CONNECTIONS ARE DIFFERENT YET BOTH are IMPORTANT

uNDERSTAND some of  WOMEN'S UNIQUE fINANCIAL PLANNING CHALLENGES

How to Build Your Action plan to build your business with women investors

HAVE THE INSIDE VIEW FROM A WOMAN IN THE INDUSTRY TO GIVE YOU THE PERSPECTIVE AND GUIDANCE YOU NEED TO GAIN MORE FEMALE CLIENTS

Get Notified for
the Next Date!

 $147