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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!
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