What Women Want

Blayney, Eleanor
September 2010
Journal of Financial Planning;Sep/Oct2010 Practice Management, p18
Academic Journal
The article looks at the strategies for female clients and prospects in relation to personal financial advice. It states that financial advisers should never turn away the female prospects with an empty-hand because they tend to be ideal on how they were treated and on how they felt during the advice, rather than the business model being talked. It also notes that going directly to the meeting agenda and talking relevant points are imperative with a woman client than male prospects who are more apt to understand that it is purely a business decision when they are turned away.


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