Advisors Who “Get Women" Will Eat Your Lunch


Many advisors think they get it. “I know women,” one advisor tells us, “I’m married to one and have two daughters.” He went on to tell us (nudge, nudge, wink, wink) that he knows all about how to “pander” to women. If he only knew how poorly this attitude reflected on him and his practice.

Yet, in the midst of all this there are financial advisors who truly understand and embrace that female investors are different. They are the ones who leave their ego at the door and make the time to learn what women really want. They are the ones who are growing their practice at an unpresented rate and benefit the most from the financial powerhouses that women represent.

They are also the advisors who will eat the lunch of all those who’d rather be right than successful when it comes to serving the most significant group of people with considerable wealth to manage.

For more information on how to win with women, visit the Advisor Education section our website