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!

Did you know?

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
- 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.

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 / Paulette Filion
Judy Paradi / Paulette Filion

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.

Frequently Asked Questions

When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!