4 Steps to Succeeding with Female Clients
ConnectWell Series #3
Be her forever advisor ...
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 ether 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.
Judy Paradi, entrepreneur, writer, teacher, speaker and lecturer and Paulette Filion, blogger/tweeter, successful author, sought after consultant and speaker in the financial community, have teamed up to pursue their joint passion -- helping financial advisors realize sustainable growth by bridging the gap between the financial community and women.
Paulette's deep understanding of the financial community combined with Judy's extensive marketing experience, ensures delivery of leading-edge courses for financial advisors wishing to capitalize on the burgeoning female market.