Women want advisors to educate them. In fact, ninety-percent of women want to be more involved in their financial planning in general. Watch this video and discover how to ask questions to learn more about your client’s educational needs and learning style. By taking a collaborative approach to teaching clients about finance, you foster more trust, and attract more high-quality clients. Now that is a win-win scenario.
What is your recommendation on how to find out what your female client is interested in learning? (Click to Tweet)
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