Women as Opportunity

Women are NOT a niche market!

In meeting with and talking to advisors and executives of financial companies we often hear them say, very earnestly, that they know that women are an important niche market. And in fact they say, they are already actively marketing to women. (Which, to our dismay, as often as not, take the form of a few…

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6 things NEVER to say to female investors

“I have a system that helps my clients maximize gains and minimize losses …Let me tell you how I do things.” The fastest way to turn a potential female investor off is by telling her how great you are or your system is. Women look for advisors who they can connect with, someone who shows…

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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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Surprise – women don’t judge you on performance.

The financial industry, probably more so than any other, is and has been traditionally focused on performance. In a male dominated field, performance is the measuring stick used to determine value, value of assets, value of individuals, and value of organizations. It is no wonder that financial advisors talk instinctively about their and their organizations’…

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Women aren’t looking for perfection: they want advisors who are sincere and authentic

Forget about being “superman” or the advisor who always has the answer. Women aren’t looking for perfection. They want advisors who are sincere and authentic. Authentic means “trustworthy” and nothing is more important when it comes to financial advice. But, many times we mean ‘making investment decisions that are in the best interest of a…

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