The Art of Acquiring Female Clients
Learn the secret of connecting with women and watch your business grow!
Being a financial advisor is challenging. No matter how great you are at recommending sound financial choices, at the end of the day, if you want to be truly successful you have to bring in new clients, and that means prospecting.
The good news
There has never been a better time to prospect because there is a huge untapped market looking for financial advice – women.
Today, women represent the largest, wealthiest, most profitable market ever and they are looking for financial advisors they can connect with.
Did You Know?
- 73% of women are “unhappy” with the financial services industry, but went on to state that they were more than willing to work with or switch to providers who understand them better.
- A Charles Schwab study found that 87% of high-net-worth women do not have a preference for their advisor’s gender.
Advisors who have succeeded in building their book through high-net-worth women have done so because they learned the secret of connecting with women.
Whether you have been a financial advisor for years and have a mature practice or you are just starting out, you are guaranteed to find this course valuable.
In this course, you will learn how and where to find high-net-worth female investors, and how to relate to them in a way that resonates with them so they become clients.
“The Art of Acquiring Female Clients” includes easy-to-follow lessons with case studies, illustrative tables, examples and helpful tips. Also included are 10 valuable Cheat Sheets that you can refer to time and again.
Sign up today and learn how to improve your relationships with all clients, male and female – and ultimately become a better, more successful advisor.
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.
StartLesson 1 – How-to and Why Target Your Efforts
StartLesson 2 – Where to Get Names and How to Manage Them
StartLesson 2 - Cheat Sheets #1 and #2
StartLesson 3 – How to Get Help Building your Database
StartLesson 3 - Cheat Sheet #3
StartLesson 4 – How to Qualify Prospects in Your Database
StartLesson 4 - Cheat Sheets #4, #5, #6 and #7
StartLesson 5 – How to Make Sure they Take Your Call
StartLesson 5 - Cheat Sheet #8
StartFive Key Takeaways From Section 1