Introduction

The opportunity is enormous!

  • 43% of investors with investable assets of $500,000 or more are women
  • 40% of women out-earn their husbands
  • $3.2 trillion, the financial assets that women control in North America

Women can no longer be seen as a ‘niche’ market – they are ‘the’ market!


Given those numbers, it would be foolish to ignore or underestimate the female investor. And yet many advisors do just that, if inadvertently, simply by not understanding what it takes to succeed with female investors.

Based on hundreds of interviews and extensive research, we know women don’t feel understood or respected by the financial community and they believe their gender plays a huge role in this!

The result is that newly single women, widowed or divorced, are either leaving their “family” financial advisor or saying they can’t find one who they can connect with.

But there is no question advisors who take the time to learn the skills to work well with women will be the winners.

This course provides you with the skills you need to get ahead of the game. When you learn how to relate to female investors you will improve your relationships with all clients, male and female – and ultimately you will be a better, more successful advisor.

Course Description

To make it easy for you, we have divided this course “4 Steps to Succeeding with Female Investors” into four lessons. Lessons include plenty of examples, case studies, illustrative tables, quizzes and valuable Cheat Sheets.

Lesson 1 – Listen with Heart

Cheat Sheet 1.1 Steps to Better Listening

Lesson 2 – Speak her Language
Cheat Sheet 2.1 Questions to ask her
Cheat Sheet 2.2 ­
Not Using Jargon

Lesson 3 – Show her Respect
Cheat Sheet 3.1 Ways to Show her Respect

Lesson 4 – Build her Confidence
Cheat Sheet 4.1 How to Build her Confidence (in herself)


Whether you have been a financial advisor for years and have a mature practice or you are just starting out, you are sure to find this course valuable. You will gain the practical skills you need that are relevant to your own situation.

As you work your way through this course you will learn how to interact with your female clients in a way that not only ensures they stay with you but they refer friends and family to you.

NOTE
Women are shrewd judges of character and they will see through you immediately if you are not 100 percent genuine in your efforts.
So be prepared to be honest with yourself and learn to recognize your own biases. You can’t “fake” it.