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Female Investors Want The Planning To Come Before The Portfolio
While women statistically rely on financial advisors more than their male counterparts, that trust has to be earned the hard way, Spectrem says.
Even ultra-high-net-worth women are worried about retirement, the consulting firm discovered.
That's because they're thinking about their children and grandchildren first, according to Spectrem's latest "Wealthy Women Investors" update.
I rarely report on these gender surveys because the conclusions are often repetitive and feed stereotypes that are rarely all that helpful. But this one has some nuggets of interest.
First, Spectrem's president, George Walper, says advisors should spend "far" more time with female prospects getting the financial plan together before anyone even looks at reinvesting the assets.
This creates a sense of security and gives the prospect what she wants immediately, so value is created up front.
However, it might entail rethinking the way compensation works. If the plan is normally subsidized by the portfolio -- whether through fees or commissions -- the advisor might have to defer revenue here longer than normal.
Walper also wants advisors to broaden their financial planning approach with clients who are thinking beyond their own retirement. There's a lot in life, and in a world where few advisors are even talking about philanthropy, he'd like to see them ask clients more about their kids.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
