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Investors today, men and women, are far more savvy and increasingly looking for advisors they can have a relationship with. #financialadvisors

The bottom line is that your goal should be to make the client feel unique, heard, important and empowered. #financialadvisors

Women are trustworthy because they behave in a way that builds trust. #financialadvisors #trust #investors #future

What are you doing? Are you in it for the long haul, do you dare to invest your time now to build for the future. #financialadvisors

If advisors show interest in their clients and prospects personal lives they are likely to ask about yours. That’s your opportunity. #sales #women

Do you treat your sons and daughters equally and provide them with same opportunities and guidance. #womensday #women #inclusion

The face of the typical investor is changing – no longer are those investing mostly well-off, older, white males. #investors #investing

Women today are looking for advisors they can connect with in a meaningful way. #financialdvisors #women #investing

People adapt to diversity when they face it in their own world permanently. #diversity #inclusion #financialservices #financialadvisors

What can you do to stay connected and show your clients how much you value them. #holiday #greeting #financialadvisors

Remember wolves are hunters best avoided – that’s why you should aspire to be a farmer. #financialadvisors #prospecting

Women old and young, from politics and law to activism and the arts, are making themselves seen and heard in untold numbers. #women

But before you decide that rethinking how you do business is too difficult, consider this. #financialadvisors #prospecting

Talk less and listen more! Maybe not the easiest task but arguably the most important skill for any financial advisor to be successful. 

Be prepared to put in the work to establish your reputation. Skimping on this part only means you project a person unwilling to take the time.

If you want to better connect with women and not leave them frustrated and confused, using stories is the way to go. #financialadvisors

What makes you stand out is your ability to actively listen and make room in the conversation to understand someone else’s point of view

In order to win female clients, the conversation has to reflect an understanding of her, her issues and her priorities. #financialadvisors

For women, all relationships matter and investing her money with a stranger is equivalent to trusting her health to a random caller. #investing

Prospecting is difficult at the best of times but during these unprecedented times, advisors are more conflicted than ever. #sales

The conversations about diversity and inclusivity must include women. But it can no longer be just a conversation – there has to be action.

These days it’s not enough to meet with clients once a year and deliver good rates of return it requires much more than that. #financialadvisors

A future ready financial advisor is someone who can manage people and processes to get things done rather than rely solely on their own.

Through shared platforms financial advisors are sharing of their stories and allowing others to see them as real people. #success

Be the financial advisor who people rely on to give honest and valuable advice – someone who has no agenda except to be helpful. #financialadvisors

Managing money on behalf of couples but failing to connect with the wife doesn't bode well for you in the future. #financialadvisors #women

Don’t lose this “unprecedented” time in in your life to reinvent yourself to be more caring, more empathetic, more human.

People trust leaders who behave in relational ways. Especially so when the leaders are women and when there is a predictable path out.

Learning how to better relate to women will add a whole new dimension to your practice! #woman #advice #wealthmanagment

Volatile markets offer you the best opportunity to build and cement your relationship with clients. Be there for them and they will remember you.

Women are ideal clients in volatile markets and good ones too as they have lots of money to invest. #investing #wealthmanagement 

Use this IWD as a day of honest reflection what do you do to connect with women and what could you be doing to make women feel more comfortable.

Next time you are “prospecting” and reaching out to wealthy women – try opening with something positive about her. #women #prospecting

Ignoring Women Comes at a Big Cost!

A 250-Year Wait for the Economic Gender Gap to Close

Women Frequently Use the "Jerk" Factor as Reason to Leave Advisors