Because of longer life expectancies and advances in the workplace, women in North America are controlling an ever-growing share of wealth. In fact 90% of women will have to make financial decisions alone at some point in their lives because they outlive their spouse and inherit from their parents.
But 80% of widows switch financial advisors within a year of their husband’s death.
Can you afford to lose your female clients?
All too many advisors have trouble maintaining the relationship with the wife when the husband is no longer in the picture.
Why? Because in most cases they have dealt with the husband for years and they have not acquired the skills they need to effectively deal with female clients.
What widows and divorcees tell us:
“I hardly knew him, he spoke mostly to my husband.”“He treated me like I was an extension of my husband.”“I just couldn’t relate to him, all he spoke about was rates of return.”“He didn’t really listen to me and I felt patronized when I asked questions.”“He assumed that the account would stay with him – I found that offensive.”
Female clients want advisors who take the time to understand them and listen to them. Learn how to be that advisor and make 2017 your best year ever.
Here’s what you can do to keep ALL your female clients Sign-up for Retaining Female Clients Earn valuable CE Credits and watch your practice grow
Retaining Female Clients is a unique StrategyMarketing.ca online course you can complete at your own pace in 1 or 2 weeks. Guaranteed to give you the skills you need to connect easily with women investors, change the dialogue with your current female clients and retain their valuable business.
Learn quickly and easily through interactive modules:
WHY women of all ages, especially widows and divorcees leave their financial advisors.HOW to recognize the differences between how men and women make financial decisionsWHAT is important to women when it comes to their finances.
3 Easy to follow ModulesA Valuable proprietary Risk CalculatorA customized WorkbookPlus fun quizzes, tips and videos
According to one advisor – “The Risk Calculator alone is worth the price of the course!”
Sign up Today for only $799* and watch your practice grow! (*regular price $1,200)
For more information and to sign up visit our website www.strategymarketing.ca