Updated August 7, 2023 Most advisors, financial coaches, and wealth managers would love to serve more wealthy women clients. The first step to achieving this goal is to find and attract them. Then you want to gain their business and retain them. The next step is to get warm introductions to their friends and family. […]
Working With Women and Their Partners – Ep182
Updated September 26th, 2023 Most financial advisors want to serve affluent women and their partners. To do so, the first step is to learn the insights of working with women. Today’s women demand more and want an advisor who understands their situation, goals, and dreams. And unlike women of the past, they leave advisors who […]
Marketing to Women Over 50 – Ep141
Marketing to real women versus the 50+ stereotypes While some fight aging with a vengeance, others give up and give in to aging. But many mature women accept and embrace who they are, what they want, and how they can contribute. And because they have the spending power, they can live life on their terms. […]
