Tuesday, March 15, 2011
FIVE COMMON MISTAKES WOMEN ADVISORS MAKE MARKETING TO THE AFFLUENT AND HOW TO AVOID THEM
Women advisors that target the affluent, need to make sure they use the right messaging . Find out what is most important to high net worth clients, how to better meet their advising needs and how your money mindset about wealth impacts your efforts.
• The changing demographics of the wealthy
• The difference between immigrant vs. natives to the land of wealth
• The biggest problem high net worth clients face in today’s marketplace
• How women advisors like you can be the solution to that problem and generate new referrals as a result
• Why female advisors are a perfect fit for working with affluent families