Retaining Female Clients
Do You Dare to Be a Winner?
Dare to be a winner! Winning isn’t a function of being smarter than the next guy. Winning goes to those who dare to go out on a limb to try something different and those who dare to stay with it longer – not to those who only reach for the low hanging fruit or the…
Read MoreMake This International Women’s Day a Personal Affair
This year the theme for International Women’s Day is, “Choose to Challenge”. The idea being, and we quote, “We can all choose to challenge and call out gender bias and inequality.” The operative word here is “we”, that means all of us because it is not “just” men who are guilty of gender bias –…
Read MoreYou Can’t Just Teach Bias Away
There is little question that 2020 was a bad year – the pandemic wreaked havoc worldwide, drove healthcare systems to the breaking point and served to highlight pervasive social inequities, with women and minorities bearing the brunt. But even as the pandemic continues to rage, there is hope – vaccines are on their way, plans…
Read MoreThe Best Approach for Your Pandemic Holiday Greeting
2020 has truly been a year like no other. Since the COVID-19 pandemic became a reality almost 10 months ago, we have had to rethink how we do practically everything from how we shop and socialize to how we do business. And even as most of us have become reasonably comfortable with zoom meetings and…
Read MoreWhat Financial Advisors Can Learn From Hamilton
Talk Less – Listen More. Whether it’s working with female colleagues or serving female clients, you need to know that women’s number one complaint continues to be that men don’t listen to them and, in fact, talk over them. Sadly, nowhere is this complaint more prevalent than in the financial services industry. Oddly, the issue…
Read MoreWhat Is “Storyselling” and Why It Works
One of the best books we’ve ever read about giving financial advice is, “Storyselling for Financial Advisors” by Scott West and Mitch Anthony. As the title suggests, the book outlines the value of using short stories to help people understand financial concepts. It talks about why that approach is far more successful than boring people…
Read MoreBefore Bragging That You Treat Women the Same as Men, Consider This…
Are you Guilty of Bias? Read this before you answer We likely can all agree that it’s been an interesting six months since our lives were derailed by Covid-19. Besides everything else, all of us had to rethink how to do business in isolation and under social distancing rules. Nevertheless, it is safe to assume…
Read MoreAre Your Conversations Winning or Losing You Clients?
What do you suppose people think when an advisor says, “I manage my clients’ wealth using a proprietary investment process that helps us manage risk using a strategic asset allocation decision model”. This advisor is successful. This is an advisor I want to work with. This advisor is appropriate for a client like me. I…
Read MoreIf Cold Calling Doesn’t Work With Women, What Does?
Are you still trying to build your practice by cold calling? Remember how it goes. Either you or an assistant pile through lists of phone numbers and start making calls that go something like, “Hi. My name is Steve M. and I’m with M & Associates Wealth Planning. We are looking to meet people who…
Read MoreA New Financial Advisor Is Emerging From This Pandemic
Back in January, when we first heard about the Coronavirus we were all clamouring for information – where did the virus start? how many were infected? how many were dying? News stories replete with charts and tables and graphs sprung up virtually overnight, not only about our health but the economy as well. Everyone from…
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