Making your Practice Female Friendly

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…

Read More

#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…

Read More

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…

Read More

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…

Read More

7 Steps to a More Female Friendly Office

You shouldn’t be surprised to hear that most women say they hate going to an advisor’s office – even if they are already a client. Take a minute to think about what a woman experiences when they go to the typical financial advisors’ office (the subtleties of décor may be lost on some men). But…

Read More

Are you a great advisor? Take the test.

Being a great advisor today is not just about getting higher rates of return.If you can’t answer yes to at least 4 of the statements below – then you have work to do. Are you helpful to your clients in other aspects of their lives, not just investing? Are a Center of Influence for more…

Read More

5 Ways Sending a Holiday Card can Backfire

If you have female clients and want to keep them, you should be aware that women notice little things. Everything that you do (or don’t do for that matter) says a lot about you and how much you care about them.ay Holiday season is a particularly good opportunity to cement your relationship by showing your…

Read More
Copyright © 2018 StrategyMarketing.ca. All Rights Reserved.