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Heads up Financial Advisors: 3 Reasons Why Women Make Great Clients

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1. They are loyal

If they are happy with your service they will stay with you longer – and they outlive men by 5 – 7 years average — JoAnne Sommers, Investment Executive (online), How to Attract Women Clients, July 7, 2014
 

2. They seek advice more often than men

46% women seek advice compared to 34% of men – and 64% of millionaire women — BNY Mellon and Pershing, Women are not a ‘Niche” Market. They are a Significant Business Opportunity. A Guide for Investment Professionals
 

3. Women are referral machines!

Over the lifetime of an account a woman will likely give you 26 referrals compared to the 11 referrals you’ll get from male clients — JoAnne Sommers, Investment Executive (online), How to Attract Women Clients, July 7, 2014
 

Take away

Women are loyal clients, want advice and refer more than men.

Learn how to Retain Female Clients through this online course and earn CE credits. Or visit us at here and learn everything there is to know about what women want and how to serve them well.

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