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Nine out of 10 women will have sole responsibility for their finances at some point in their lives. Here are some tips on understanding the distinct ways most women want to be treated by their financial advisorand the best approach for getting their referrals.
Women are a large and growing market for advisors. Whether they're planning or saving for retirement, already in retirement, going back to work, or going back into retirement for the second time, they represent a great business opportunity. But you better get it right if you want to keep them.
You want to impress prospects with your acumen and experience, but sometimes it's the little aspects of first impressions that make the biggest difference. Learn how to wow prospects before they even sit down for the first meeting. You'll find you win more accounts.
"You can't judge a book by its cover" is a popular adage, but the reality is that potential clients can and do make snap judgments that could influence whether or not they do business with you. Don't let your prospects be turned away by a tattered covermake them eager to read the book.
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