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Former FPA President Emphasizes The Need For A Different Type Of Converstaion With Female Investors
The recent Financial Planning Association (FPA) conference focused in part on changing the way advisors communicate with their female clients, stating that women need to be talked to rather than talked at.
Investment News reported that Elizabeth Jetton, a former FPA president, emphasized the need to make conversations with female investors a participatory process. She also expressed disdain at the categorization of female investors as a niche.
Advisors tend to think that women know less about money-related issues than men. Women also may seem less comfortable talking about money but that may be because they are so consumed with running family life on a day-to-day basis they may fail to plan adequately for the future.
You can help fill that gap with your female clients by alleviating the tension between what’s needed today and what they may need down the road.
Viewing female clients as an exciting new part of your business can open conversations that enable women to share their wisdom and to understanding what they need in every area of wealth management and financial planning.
Just as in working with new generations of wealth, stepping out of the self-perception of expert and into the role of a truly interested partner will enhance business growth on multiple levels.
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.
