The Working with Women Investors program provides advisors with examples, tools, and strategies to help them have better, more productive conversations with female prospects and clients. This program will teach advisors how to expand their client bases, fill their pipelines, and deepen relationships with clients where an opportunity is missing with women investors.

Areas of Study Include:

• Commit
• Contact
• Connect
• Convert
• Care
• Cultivate

Learning Objectives: 

• Uncover the magnitude of the opportunities in advisors’ practice
• Identify the neurological differences between men and women investors
• Develop a process to prospect for women investors
• Develop conversation techniques to get to know females in advisors’ practice
• Expand advisors’ ability to tell their story and better communicate with women investors