Your Essential Guide to Engaging the Female Client
Women control 50% of the nation’s wealth, an estimated $14 trillion. Today, 95% of women are actively involved in leading financial decisions and 84% of women want help. Yet, only 7% of women have a written financial plan. There is a huge opportunity to meet the needs of women investors. Find out how:
- Learn what’s not working and what “turns-off” women investors
- Learn what women want and how to build loyal clients and advocates
- Learn easy ways to successfully reach new women prospects
Women will control 2/3rds of the nation’s wealth within 5 years. This is the quintessential roadmap to capturing this untapped market of $14 trillion in assets.”
There is so much money in motion now and most advisors are working the same overcrowded, overfished pond. Women are a large open pool of clients. This is a great fishing tool. Go for it!
For you to be part of a women’s financial life, you need to understand the unfortunate barriers they face in the workforce, realize how they must learn to communicate with male colleagues and balance their personal lives with their careers. This book opens the door to understand how best to work with the largest work force in America.
We all have to up our game in educating and working cooperatively with clients. This is not just an issue for women. The skills that are needed for women clients are now needed for all clients. The old equations don’t fit now. The numbers game is obsolete. The old style marketing and sales tactics never worked for women and now they don’t work for men either.
