Overview

Set to control more than 2/3 of financial assets by 2030, women represent the opportunity of a lifetime for forward-thinking financial advisors. But how to tap into this enormous opportunity is not intuitive for many because the skills required to win and retain women as clients continue to be a mystery. INVESTinHER demystifies the process. Through stories and real-life examples, the book outlines how advisors can achieve unprecedented success and get referrals like never before by connecting with women in a genuine way. Sharing the secrets of top advisors who have learned how to relate to women the book covers essential topics such as: connecting with women in a meaningful way understanding what motivates them building strong client relationships with women based on real insights Written in an easy to follow style, advisors are introduced to the essentials of understanding female investors -- who they are and how they relate to finances - which is very different than how men relate. However, the real meat of the book is found in the 6 Steps. Each Step outlines one aspect of connecting and winning with female investors, ranging from where to find them to how to turn them into clients and ultimately retain them forever. All the steps include practical actionable advice on how to apply the learnings to an advisor's practice, where to start and how to succeed, as well as exercises to hone their new-found skills. Unique among 'how-to' books - INVESTinHER not only brilliantly leads advisors through the skills they need to connect with female investors to build a lucrative financial services practice - but shows them how to do it and enjoy a more stress-free life. Widely acknowledged as thought-leaders in the industry, Judy Paradi and Paulette Filion have distilled their extensive research into an accessible and practical guide.

Full Product Details

9781999107109

Table of Contents

Reviews

Editor IRIS.xyzMany advisors who thought they knew how to relate to women regarding their wealth eventually admit that they knew a lot less than they thought. Don't be one of them - read this book it is indispensable for any advisor who really wants to connect with women. Kirk Lowe, Founder / Branding & Podcasting Expert at Top Advisor Marketing Experts in marketing to women -- Paulette and Judy consistently lead advisors to success, this book is a must. Douglas Heikkinen, Founder

Author Information

Judy Paradi, entrepreneur, marketer and frequent lecturer at the University of Toronto, is known for her unerring ability to understand the buyer's perspective. Whether to promote a product, a concept or a business for clients such as the Royal Bank, BMO, Scotiabank or Altamira Investments, Judy consistently helped them achieve success. In 2014, she wrote a white paper, What you don't know about marketing to women and why it could hurt you to raise awareness of the disconnect between women and those wishing to sell to them. Currently she keeps busy writing blogs and articles, creating course and speaking - all in an effort to help the financial community succeed by better understanding and connecting with women. Paulette Filion spent decades working in the financial services industry, and possesses a deep understanding of the challenges facing the industry. Known for delivering solid research-based solutions, she has a reputation for being a leader who champions the role of financial advisors and gets results. Always ahead of her time, and recognizing the vast societal changes taking place, Paulette produced one of the most successful series of seminars for Merrill Lynch in the U.S. focusing exclusively on women. A prolific writer, in 2001, she co-authored Marketing Financial Planning to Women with Gail Vaz-Oxlade, and today continues to write blog posts, articles and workshop /course materials

Tab Content 6

Customer Reviews

Recent Reviews

Countries Available