Retaining Female Clients
For Financial Advisors
Can you afford to ignore your
female clients?
If you have recognized the value of your
female clients but are not confident you are doing all you can to retain them, this course is for you!
80% of widows leave their financial advisor when their husband's die because they claim they have never had a relationship with the “family” advisor in the first place.
In this course you will learn why female investors of all ages, but especially widows and divorcees leave their advisors, what is important to women when it comes to finances and what you can do to make sure you retain your female clients.
You will learn that if you want to retain your female clients you must engage women in a way that is meaningful to them and you will learn how to do that.
Course Description
Designed for busy advisors, this easy-to-follow course is presented in three Sections.
- The Secret to Achieving Maximum Result
- Understanding How Men and Women Make Decisions Differently
- The Skills You Must Have to Retain Your Female Clients
Each Section includes a lesson with plenty of examples, case studies, illustrative tables as well as videos, exercises, quizzes and helpful tips.
PLUS you get a personalized Workbook and a Risk Calculator.
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. We provide you with the practical skills you need to translate general concepts into specific actionable tasks that are relevant to your own situation.
Your Instructor
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.