Over the next forty years, women will inherit 70% of the $41 trillion in intergenerational wealth transfers, or $28.7 trillion in assets. The first thing a woman is likely to do after receiving this inheritance is fire her advisor. She will leave her current firm and hire the female-friendly competition. Not because of your lack of investment performance or because you are not an expert in the field, but because she feels misunderstood, unheard, and overlooked.
All women want is the same time, attention, and service their male counterparts have received from the financial services industry for years.
The economic power of women is on the rise, and to remain relevant and competitive an advisory firm needs to be female-friendly. Women make 85% of the household financial decisions, represent 40% of the primary breadwinners, and are starting business at twice the national rate. These influential clients need good financial advice as their wealth continues to accumulate, and are looking for advisors who are trustworthy, caring, and willing to invest time getting to know them as more than their assets.
In this engaging and thought-provoking presentation, audiences learn about the real opportunity to better serve women, the importance of being gender savvy when marketing to this demographic, and why identifying your ideal female client is an important first step to success.
Participants take away:
- A tool for identifying an advisor’s Female-Friendly Quotient
- The common mistakes well-intended advisors make advising women
- How male advisors are an important part of the solution in better serving women
- The secret to establishing and fostering TRUST with women
- Why pink is not a marketing strategy
Live: 60-minute Keynote Presentation or 90-minute Concurrent Workshop
Virtual: 60-minute Webinar
In house, half day or full day training for advisors, branch managers, and wholesalers available upon request.Book KBK Now