The key to good client communication is emotionally connecting with women and their partners (Click to Tweet). In general, women want advisors who notice their thoughts and validate their feelings. This is especially true when you are discussing retirement, as it is an emotional transition. Here are a few key tips for leaning into the human side of finance when discussing retirement with women.

  • Notice the language a client is using. Ask yourself, “Is she using thinking words or feeling words?”
  • Match the types of words your client is using to express herself.
  • Notice the tone of the conversation and wonder about what she might be feelings about retirement.

Watch this video and discover the power of good questions.

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