Working with Surviving Spouses and Maintaining Your Female Client Base 02-06-2024
Add Addon
Off
Working with Surviving Spouses and Maintaining Your Female Client Base
Presented by Ilene Slatko,
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.
Attendees Comments:
A few comments from listeners when they were asked what the learned from the webinar:
It was a good refresher and insight into compassion for those mourning the loss of loved one. Sometimes, dealing with someone that can't make a decision after losing a spouse is challenging.
- Gail B.
The economic and cultural issues that women face was clarified for me.
- Mark Z.
Focusing on strengthening your relationships with other professionals who deal with death. Showing up for the client and asking the right questions to make them feel seen, heard and cared about.
- Ginger R.
How to converse with widows and divorcees and how to help with attorney CPAs and listen to their needs
- Mira M.
Learned about another great resource for clients who need a quarterback when dealing with the death of a loved one.
- Cynthia H.
It was a good refresher and insight into compassion for those mourning the loss of loved one. Sometimes, dealing with someone that can't make a decision after losing a spouse is challenging.
- Gail B.
The economic and cultural issues that women face was clarified for me.
- Mark Z.
Focusing on strengthening your relationships with other professionals who deal with death. Showing up for the client and asking the right questions to make them feel seen, heard and cared about.
- Ginger R.
How to converse with widows and divorcees and how to help with attorney CPAs and listen to their needs
- Mira M.
Learned about another great resource for clients who need a quarterback when dealing with the death of a loved one.
- Cynthia H.
It was a good refresher and insight into compassion for those mourning the loss of loved one. Sometimes, dealing with someone that can't make a decision after losing a spouse is challenging.
- Gail B.
The economic and cultural issues that women face was clarified for me.
- Mark Z.
Focusing on strengthening your relationships with other professionals who deal with death. Showing up for the client and asking the right questions to make them feel seen, heard and cared about.
- Ginger R.
How to converse with widows and divorcees and how to help with attorney CPAs and listen to their needs
- Mira M.
Learned about another great resource for clients who need a quarterback when dealing with the death of a loved one.
- Cynthia H.