May 2016 – Strategy Marketing

5 things to listen for when meeting with a female client

By Paulette Filion and Judy Paradi | May 1, 2016

Do you walk away from meeting with a female client thinking things just didn’t “click”? Did she seem distracted and uninterested when you were talking about the current investment strategies? What you are experiencing is a disconnect between her comfort zone and yours. As an advisor you are used to talking about financial plans and…