Women in the United States currently control US$14 trillion – more than half the country's personal wealth -- and that figure is expected to grow to US$22 trillion by 2020. Women will also inherit the other half when their husbands die.
In fact 90% of women will have to make financial decisions alone at some point in their lives as they outlive their husband and inherit from their parents.But 80% of widows switch financial advisors within a year of their husband's death.
Can you afford to lose your female clients?
All too many advisors have trouble maintaining the relationship with the wife when the husband is no longer in the picture.Why? Because in most cases they have dealt with the husband for years and they have not acquired the skills they need to effectively deal with female clients.
What widows and divorcees tell us: “I hardly knew him, he spoke mostly to my husband.” “He treated me like I was an extension of my husband.” “I just couldn’t relate to him, all he spoke about was rates of return.” “He didn’t really listen to me and I felt patronized when I asked questions.” “He assumed that the account would stay with him – I found that offensive.”
Female clients want advisors who take the time to understand them and listen to them. Learn how to be that advisor and make 2017 your best year ever.
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Retaining Female Clients is a unique StrategyMarketing.ca online course you can complete at your own pace in 1 or 2 weeks. Guaranteed to give you the skills you need to connect easily with women investors, change the dialogue with your current female clients and retain their valuable business.Learn quickly and easily through interactive modules: WHY women of all ages, especially widows and divorcees leave their financial advisors. HOW to recognize the differences between how men and women make financial decisions WHAT is important to women when it comes to their finances.
Course includes: 3 Easy to follow Modules Valuable proprietary Risk Calculator A customized Workbook Plus fun quizzes, tips and videos
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