Click below image above to listen to the podcast.
Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course “THE ART OF ACQUIRING FEMALE CLIENTS”.
Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences.
If you’re looking to develop a larger business relationship with high net worth women, you’ll want to listen in today!
5 Steps for Improving Content Personalization
Giving The Ultimate Gift
Why You Need to Let Your Team Go
Integrate Your Emotions and Logic for Better Money Decisions
Discover the New FinTech Bank
70% of the Sales Decision Is Made Before a Face-To-Face Meeting
What Financial Planning Can Learn From Peloton’s Success
The Newmont-Goldcorp Deal Is Positive News for Gold Mining
How to Recognize Whether Your Planner Is Being Present With You
What’s in an Ad?
Equities10 hours ago
Stocks Breaking Above Resistance As Earnings Begin
Development10 hours ago
Can Your Kids Get You Clients?
Financial Podcasts10 hours ago
Revolutionizing Asset Management with Scott MacKillop
Research23 hours ago
The S&P 500 In 2019 Looks A Lot Like S&P 500 In 2001
Strategies1 day ago
A Bullish-and Rare-Signal for Stocks in 2019
Learn1 day ago
Getting Defensive With Dividends
Advisor3 days ago
Are You Suffering from Market Anxiety?
Advisor4 days ago
Given the Recent Market Volatility, It’s Imperative to Go Back to Basics