Acquire new clients
Invite prospective clients to your seminar and show them your value.
Build loyalty with unengaged spouses
Connect with both spouses to increase trust and the longevity of the relationship.
Engage the next generation
Women stand to inherit at least half of the trillions expected to be passed from baby boomers to their heirs.
While many financial goals, such as saving for retirement, are universal, women face unique investment challenges related to how long they live, how they earn, and how they spend.
Knowing how to engage women investors is critical for the future of your practice, particularly as baby boomer wealth transfers to women over the next decade.
Everyone’s goals are different. Complete this worksheet together to better understand her goals and establish trust.
Divorce is challenging. Help your clients take the best next steps to reestablish financial independence.
Once you know her goals, work together to create an investment roadmap to stay aligned in the long run.
The loss of a spouse can leave both emotional and financial scars. Empathetically help your clients navigate this difficult time.