Heads up Financial Advisors: 3 reasons why Women Make Great Clients

  1. They are loyal
    If they are happy with your service they will stay with you longer –and they outlive men by 5 – 7 years average. JoAnne Sommers, Investment Executive (online), How to Attract Women Clients, July 7, 2014
  2. They seek advice more often than men 46% women seek advice compared to 34% of men – and 64% of millionaire women BNY Mellon and Pershing, Women are not a ‘Niche” Market. They are a Significant Business Opportunity. A Guide for Investment Professionals
  3. Women are referral machines! Over the life time of an account a women will likely give you 26 referrals compared to 11 referrals made by male clients. JoAnne Sommers, Investment Executive (online), How to Attract Women Clients, July 7, 2014
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