Retaining Female Clients

Till Death (or Incapacity) Do Us Part

Since 65% of all healthcare workers are women, and women in general make 80% of the healthcare decisions on behalf of their families, wouldn’t it stand to reason that they should play a significant role in the healthcare profession? One would think, yet sadly, only 30% of the people in senior management positions in healthcare…

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Advisors who “Get It” Will Eat Your Lunch

When my kids were young, their favorite book was “Princess Backwards.” It’s the story of a princess who lived in a land where everything was done backwards, while she walked and talked forward. However, since she was “different”, they called her Princess Backwards. Of course, in the end, she saved the kingdom and the moral…

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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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