Making your Practice Female Friendly

Why it is NEVER about YOU

Recently, we had the pleasure of conducting a lunch and learn for about 20 investment advisors. The topic was How to Engage with Female Investors. Those in attendance came because they understood the undeniable truth that female investors are and will continue to be the key to their future success. Throughout the hour, they nodded…

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Till Death (or Incapacity) Do Us Part

Since 65% of all healthcare workers are women, and women in general make 80% of the healthcare decisions on behalf of their families, wouldn’t it stand to reason that they should play a significant role in the healthcare profession? One would think, yet sadly, only 30% of the people in senior management positions in healthcare…

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Advisors who “Get It” Will Eat Your Lunch

When my kids were young, their favorite book was “Princess Backwards.” It’s the story of a princess who lived in a land where everything was done backwards, while she walked and talked forward. However, since she was “different”, they called her Princess Backwards. Of course, in the end, she saved the kingdom and the moral…

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4 Ways to Succeed with Female Client

While working with female clients sometimes feels like there is a minefield of potential missteps that any advisor should avoid, you should take heart. Women are not looking for perfection. They are looking for advisors who are sincere and authentic. Here are 4 important ways to succeed with female clients: Listen with heart Women want…

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Three questions you MUST ask your clients.

Here are some questions for you to ask every client (after reviewing what you’ve done for them over the last year): “We’ve been working together for xx years. For my part it’s been a good relationship but I want to make sure it works for you. In the spirit of improving the communication between us…

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#metoo – should YOU worry?

Chances are excellent that you are one of the countless decent men out there who are no more likely to sexually harass a woman than eat paste! However, there is no denying that the #metoo campaign has put fear into the heart of many a man (financial advisors included). One can almost hear the collective…

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Are you worth what you charge?

The key to winning with clients is understanding that what they appreciate and are willing to pay for, is not you talking about the value you can deliver but showing it. In a hugely competitive industry there are many out there jockeying to get in front of potential clients, or even your clients, with their…

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As an advisor, do you measure up?

When women choose a financial advisor, they look for more than a qualified and properly registered advisor who works for a well-respected firm; they look for someone they feel comfortable with and someone they can relate to and trust. So what does that mean to financial advisors who are used to being judged on their…

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