It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?
Financial professionals need to understand that women need to feel genuinely cared about and valued in any relationship. They want their advisor to listen to their needs and fears. Married women want to build a genuine relationship with their advisor, feel like they are treated as an equal partner to their spouse, attend all meetings that their spouse attends, and focus on investments that address her needs, as well as her partners.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access