We know that women are a distinct demographic; in fact, while their needs for financial management are largely the same as for men, their approach to the advisor-client relationship is different. Therefore, your approach needs to be different, as well. Join financial educator Ilene Slatko to learn how to best understand their unique needs and learning the skillset to best address them, all of which will help in attracting them as the growing market segment they represent, guiding them in financial decision-making, and maintaining them as long-term clients.
Successfully working with this segment of clients means first understanding the cultural and economic realities they experience. Communication, both in substance and approach is also important. This course is designed to provide practical guidance for building your practice by focusing on your female clients, especially those who are surviving spouses.
