Women in Wealth
Read news and profiles of top women in wealth management, wealthtech/fintech and other parts of the financial services industry.
Marketing and Selling to Women Clients and Their Families
By Cristi CookeYou'll leave this session not just with a theoretical understanding of how women think, but with a game plan to gain their and their family's business--business that most of your competitors are leaving on the table.
May 31, 2011
Selling to women, part 1: It's not an 'Oprah' episodeWhen it comes to selling financial products to women, it's all about building a relationship and getting to know what's important to your potential customer.
May 31, 2011
In selling to women, relationships matterYes, selling to women is different than selling to men. But a satisfied female client can be your biggest referral source.
May 30, 2011
The IA 25 All StarsAfter nine years of compiling the IA 25, our idea of who the most influential people in the industry are, we've noticed some people have made a habit of appearing on our list.
May 25, 2011
One-Third of European Foundations Support Women and Girls: New StudyMore than a third of European foundations support women and girls, says a new study, but there's a huge gap between what foundations allocate and their professed interest in activities related to women and girls.
May 20, 2011
TD Ameritrade Wants More Women Advisors and InvestorsTD Ameritrade has launched an effort to aid in the development of women advisors. ‘We’re moving in the right direction'--but slowly, says Tom Bradley.
May 10, 2011
Seminars help draw in female prospectsFrances "Frannie" Gardner, CFP, has just about cornered the women's market in the Dallas-Fort Worth metroplex.
May 09, 2011
Advisors: Create an event evaluation form, part 2If you read part one, you now have some ideas of good questions to ask in your evaluation form. There are a couple more helpful ideas to have.