Making your Practice Female Friendly

Being an advisor is not easy. There is the grind of achieve consistently good rates of return for clients as well as the never-ending process of keeping existing clients happy, networking to find new clients and keeping up with the administration. It’s a lot, so it is not surprising that all too often having a…

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…

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…

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…

Be prepared to rethink how and with who you do business We are all guilty of operating in our comfort zone, especially if we’ve achieved some success doing things a certain way. “What if I try something different and it doesn’t work?” – looms large in our minds. But historically it is the risk takers…

Financial advisors wishing to brand their practice as female friendly would do well to remember the famous marketing debacle of the 90’s when the ski industry wanted to reach out to women. Instead of talking to them or doing market research, they simply changed the colour of their ski boots to pink and to add…