Retaining Female Clients

Women – Can’t Live With Them, Can’t Live Without Them. What’s an Advisor to Do?

When Desiderius Erasmus, a 15th century philosopher and humanist, penned those words he most certainly wasn’t referring to financial advisors. Rather he was making a broad observation that while men and women are very different, often leading to misunderstandings and even conflict – the world would be a poorer place without them. Little did he…

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Financial advisors: Are you being left behind?

Advisors are increasingly learning that it is more important than ever to provide value from the client’s perspective. Value for them is something that they experience when you do your job in a way that resonates with them. We spoke with a woman who runs her own successful business focused on Millennials and helping organizations…

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80% of Women Leave their Financial Advisors when they lose their husband!Don’t let it happen to you.

Because of longer life expectancies and advances in the workplace, women in North America are controlling an ever-growing share of wealth. In fact 90% of women will have to make financial decisions alone at some point in their lives because they outlive their spouse and inherit from their parents. But 80% of widows switch financial…

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ADVISORS DELUSIONALwhen it comes to CRM2

So you think you’ve got strong relationships with all you clients, including all your female clients. And you think that clients really understand the value of the advice you provide and are clear on how much they pay for this advice. Don’t be delusional! The vast majority of your clients don’t know how much they…

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