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Total: 17 results found.

1. How To Lose A Client
(Matching tags: client communication,client service,women investors,client satisfaction,marketing,client communications)
I just got a new client. She recently lost her husband Bob and had been trying to piece her life back together. One of the items on her list was to familiarize herself with their investments and do some ...
Tuesday, October 24, 2017
... taking full financial responsibility of retirement decisions from a spouse if necessary, many women are more confident in their partners’ ability than their own,” says the press release.  ...
Thursday, September 26, 2013
3. Panel Says Advisors Have Obligation To Help Women Plan Better For Their Own Healthcare
(Matching tags: women investors,life planning,Long-Term Care Insurance)
A panel of experts stated that advisors have an obligation to help women plan for their healthcare needs as they age, including helping them navigate long-term care insurance and Medicare.   Failing ...
Friday, November 23, 2012
Women are another group lagging in taking necessary steps for retirement. Women are generally more concerned about retirement than men but have taken little action to prepare for it.  ...
Tuesday, October 23, 2012
5. Networking, Social Media, And Female Clients. Do You See A Connection Here?
(Matching tags: women investors,client communications,Social Media)
Two trends that are increasingly arm-in-arm with each other are the involvement in social media and the move to attract more women as clients. Social media is all about building community.   ...
Thursday, August 16, 2012
The subject of women as a so-called target or niche market comes up often both in print and in conference settings. And the point was well made at a recent conference held by Barron's that a segment that ...
Wednesday, June 27, 2012
7. Shift In Male-Female Work Roles May Also Affect Male-Female Investor Demographics
(Matching tags: women investors,Advisor businesses,marketing)
  A shift in traditional work roles may affect the way you need to advise your clients. A recent survey showed that more men are seeking what used to be considered female work roles. Jobs like being ...
Monday, May 21, 2012
A panel of four women at the recent NAPFA conference showed just how real the so-called bag lady syndrome is, even for women who have achieved great success by just about any measure. It further showed ...
Monday, May 14, 2012
9. Boomer Women Have Saved Even Less Than Men And Need Retirement Planning Help
(Matching tags: women investors,Boomers,retirement planning)
Although Baby Boomers are the notorious group for not saving enough for retirement, women have not saved as much as men and they need guidance for retirement planning. Women typically have saved $108,000 ...
Friday, May 04, 2012
10. Having Women On Boards Of Directors Enhances Profitability And Business Valuations
(Matching tags: business strategy,women investors,Advisor businesses)
The lack of women on companies’ boards of directors is hurting their profitability. Ignoring this deficit is on par with paying insufficient attention to other balance sheet components like cash ...
Friday, April 27, 2012
11. Generational And Gender Views On Philanthropy Offer Ways To Fine Tune Your Advice
(Matching tags: charitable giving,women investors,Boomers,investment strategies)
Older generations wrote a check and that was it. Then came the head-tripping, culture-oriented Boomers, the dot-com Gen-Xers, and the socially-connected Echo Boom/Millennials. Philanthropy has become ...
Friday, April 20, 2012
12. Targeting Women As A Niche Investor Group May Not Be A Smart Idea
(Matching tags: marketing,women investors,niches)
The key to attracting women as clients is not in targeting them. It’s in treating them like any other client, only recognizing their needs are different in some areas. Rather than focus exclusively ...
Thursday, April 19, 2012
13. Women Clients Make Up Over Half Of Many Advisors' Practices
(Matching tags: referrals,women investors,marketing)
A survey of 439 financial advisors indicated that most realize that women will gain more control over financial assets over the current decade. By 2020, women are projected to control $22 trillion compared ...
Monday, April 09, 2012
Contrary to the days of the GI generation, people’s lives no longer evolve in any type of chronological linear fashion. But LPL Financial is employing a new approach to marketing to women that ...
Thursday, April 05, 2012
15. Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)
Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...
Friday, March 16, 2012
16. Tax Help For Women Aids Financial Health And Success
(Matching tags: Taxes,women investors,Wealth Management)
Thursday was International Women’s Day. It is a great reminder that women investors may have different concerns. Women may need education on what they need to know. For example, it’s a good ...
Friday, March 09, 2012
17. Boomers Are Still Leading The Pack As They Age
(Matching tags: Boomers,divorce,women investors)
And they’re carrying a higher divorce rate into their golden years. Women are the ones instigating the breakup between ages 50 and 64. Boomers married for different reasons than their parents; ...
Monday, March 05, 2012