For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
Help clients gain perspective by “time traveling” through the evolution of saving for and spending in retirement.
Women of Generation X can represent a substantial opportunity for advisors. But are you confident you know how to tailor your message and approach to what these women have reported their needs and concerns to be?
Women entrust more of their assets to their advisor, and they may be a loyal and powerful referral engine. Are you maximizing your opportunities among women investors?
Female investors are participating more in financial decision-making, but many are not participating confidently. Help your female clients to be knowledgeable, confident and fully engaged in the financial planning process.
We all work hard to engage clients in meaningful conversations to help them achieve financial security. With women playing a larger role in financial decision making, the question becomes how do you engage more thoughtfully with your female clients and prospects?