Archive

Posts Tagged ‘prospecting’


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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