Like many advisors there are probably plenty of days when you feel underappreciated.
Perhaps clients don’t really understand what you do for them and how much effort it takes or they simply don’t value your efforts because it doesn’t touch them emotionally .
Whatever the reason there is something you can do that they will appreciate and get their attention – you can refer business and or trusted suppliers their way.
For example:
These are the types of actions you can take, besides handling their finances that will make them sit up and notice. However, what goes without saying is you do these favours without expecting something in return.
Related: Don't Be Fooled by the Perception That Women Lack Financial Confidence
Of course there are a few caveats -- one, that you know your clients well enough to know what’s happening and important in their lives, two that you really care about them as people and three, that you know good people in your community you can connect them with.
The benefits of referring are many:
While all this holds true for most people, I suspect that you know intuitively that it is especially true with women.
For more information, about connecting with women and growing your practice, visit our website www.strategymarketing.ca