Prospecting for HNW Women

3 sure-fire ways to acquire female investors

Like most advisors you are likely aware that the female market is no longer a “niche, nice to have” market. Women are the market! Besides making almost 85 % of all purchasing decisions, women, young and old, control more than $3.2 trillion in financial assets. And the good news is – they are looking for…

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A New Take on COI – Amazing!

Do you think you have a good group of professionals as Centers of Influence (COI)? I am guessing you likely have an accountant, a lawyer, maybe even a real estate agent, all pretty routine, but are they the right people and are they all you need? There is only one way to determine whether you…

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Newsflash: Men and Women are Different!

The key to winning with women is understanding the differences between men and women, uncovering the opportunities and building a relationship. While there are many similarities between how men and women invest, there are important differences. The differences Generally men tend to compartmentalize investing as an activity separate from their lives. Women, on the other…

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Difficult Conversations Build Trust

Discussing fees is never easy. When I started my first business I found talking about fees extremely difficult. To say, “this is how much I am worth” and then to have the confidence to deliver was hard. So I tended to prevaricate, talk about hourly rates or successes. Eventually, of course I learned that to…

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