Explore a list of inspiring ideas you can start implementing today.
Learn the strategies top advisors use to acquire and retain women clients.
Gain insights and perspectives from successful financial advisors who work effectively with women clients.
Integration of environmental, social, and governance factors into the portfolio construction process
Offer additional services
Multigenerational planning services and financial literacy programming for clients’ children
Financial planning conversations that lead with values and prioritize progress toward goals over investment performance
Equal engagement and ongoing involvement of both spouses in planning conversations, review meetings, and regular communications
Use of active listening strategies and effective communication techniques
Small, personal gestures, such as recognizing milestones, conveying condolences, and expressing gratitude for referrals