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. In this webinar, financial educator Ilene Slatko talked about 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.
Working with Surviving Spouses and Maintaining Your Female Client Base 02-06-2024
Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by Ilene Slatko,