Description
Looking for ways to connect with female clients and prospects in a way that differentiates you from your competitors? We believe women represent a big growth opportunity and make ideal clients—many are expected to inherit substantial assets over the next few decades, have active and effective referral networks, and are naturally drawn to holistic wealth planning. The economic impact of COVID-19 on women, along with persistent myths that surround them, gives financial advisors who focus on female investors the opportunity for significant growth, as well as multi-generational retention of assets. Join us for this special webinar to learn:
- Strategies and approaches to grow your business and relationships with female clients and prospects by gaining insights on what makes women an attractive market opportunity
- The key differences between typical female and male financial pictures
- How you can develop a strategy for addressing women’s financial needs
Learning Objectives
This course focusses on key insights: How women will be controlling more personal wealth as a result of aging demographics and will likely need more guidance from financial advisors; Natural behavioral tendencies as well as economic differences from males impact financial outcomes for women; actions financial advisors can take to help women build more secure financial futures while growing their business.