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Posts Tagged ‘prospecting’


3 reasons to focus on women investors

3 reasons to focus on women investors

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?

Jul 8, 2014 Categories: The Science of Advising
Finding hidden assets

Finding hidden assets

If you’ve been an advisor for any length of time, you know there is a high likelihood that some of your clients have assets with another broker or advisor. “Hidden assets” have the potential of taking the strategy, plan and portfolio you have agreed with your client and turning them into something completely different. So what to do?

Oct 9, 2012 Categories: The Science of Advising
Women investors engage focus reach

Women investors: Engage. Focus. Reach.

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?

Sep 20, 2012 Categories: The Art of Advising

Why women may be your most important growth market

Women investors represent a huge growth market for advisors. Due to increases in education, work experience, divorce and longevity (to name a few), women may be on track to control a growing portion of investable assets. The opportunity At Russell we’ve done the research and gathered the data on the She-Boom. We believe it is just

Jan 24, 2012 Categories: The Art of Advising

The problems with asking for referrals

There is no shortage of guidance about asking clients for referrals. The problem is that most of the advice is bad advice. It’s bad for three reasons. First

Sep 13, 2011 Categories: The Art of Advising
Millennials are the future.
Engage them now.

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