Webinar recording by Eleanor Blayney
Is what you say driving women away? There can be a huge disconnect between what financial planners offer to their female clients and what these women believe they need. All the typical components of our business plans – using AUM as the basis for our fees, focusing on successful and affluent clients, describing our services in process terms (e.g., planning, managing) rather than as solutions to specific problems – may not “speak” to women, even those considered ideal clients by most planners.
This webinar should prompt you to take a second look at your business communications, from the perspective of what women may hear and think – not to mention tell their friends and associates – when they are considering your services. The cost is $39, or free for subscribers. We encourage you to purchase this enlightening presentation by clicking here.
