GENDER BALANCE = EXPONENTIAL GROWTH: HOW TO ATTRACT, RETAIN, AND ENGAGE MORE FEMALE CLIENTS
Women are quickly becoming the most lucrative market for financial advisors; they control more wealth, are sharing the decision-making process, and are becoming less tolerant of old-school methods of prospecting, selling, and closing. As our environment becomes more gender-balanced so must advisors incorporate more female-friendly strategies to attract and retain more clients of both genders.
Attendees will learn:
Why women are an advisor’s best friend (and source of growth)
What female clients want and how to deliver it
The compounding growth impact of a female-friendly practice
Adri Miller-Heckman is a globally recognized speaker, author and consultant in the financial industry. Her clients describe her as a powerful influencer, highly motivational and the leading expert on women and financial services. Adri challenges her audience to expand their vision of what is possible. She eloquently transforms thinking from linear to creative, traditional to innovative while redesigning long held industry concepts. Adri provides new solutions, systems and tools that are innovative, female friendly fueled by passion that drives growth. As a former advisor and National Training Officer with Smith Barney Adri uses personal stories, humor, skits and statistics to motivate her audience to action. Adri’s progressive ideas and inclusive style speaks to all genders and generations of advisors. Adri’s popular book Keys to the Ladies Room provides the foundation to her femXmodel© designed for progressive advisors who want to lead the industry to new levels of success.
Basic - Intermediate
Due to the practice management content of this webinar, there are no CE credits.
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There will not be any PowerPoint slides for this webinar so that attendees can focus on the presenter and her inspirational speaking style.
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