For decades to come, women will be the central issue and grand opportunity in financial services. They are indeed the face and future of wealth management. And whether you are a female or male advisor, financially guiding female clients, who have differentiated needs and objectives, as well as the assets to address them, is the key to your continuing professional success.
Among the financial issues women are concerned about, none is more urgent or larger in scope than planning for financial security in retirement. But this doesn't mean that any particular advisor is guaranteed success in working with women on this issue. Today, too many advisors, especially men, remain insufficiently prepared for meeting the most significant business opportunity of their lifetimes. Women & Income™ will change that.
The vast majority of advisors, of course, are male. But here is a huge issue: research reveals that most men are not very effective at relating to Boomer women. That’s why within 12-months of their husbands passing, widows fire the male advisor 70% of the time!
Men need new insights and skills in order to best serve Boomer women. If you get this right, you have the keys to a revolutionary business opportunity. Our unique, female-led coaching program gives you the skills you need to maximize your personal success.
Women & Income™ sets a powerful new standard in marketing specifically designed for Boomer women. With guaranteed leads, combined with protected territories, participating advisors have a clear path to achieving outsized growth. Financially, there's a great deal at stake. Nothing less than a revolutionary shift in the scale of wealth women will control has begun to unfold.
Source: BCG
Advisory firms that lack a business strategy for the women's market are unlikely to remain successful. Lock-up your future success.
