Challenges women face – 14 ways financial advisors can prospect to women

In all the years I have been helping financial advisors with prospecting , I have rarely come across an advisor who has strategically identified how to prospect to women effectively. Prospecting is all about the strategic identification of an opportunity and implementing a new workflow generating new revenue. Therefore, the […]
Read more »

How financial advisors can reach new target markets by working virtually

How financial advisors can reach new target markets by working virtually Are you a financial advisor looking to expand your clientele and trying to find prospects? In financial services, it is all about getting new clients. Being a financial advisor, you need to find prospects that want to hire you […]
Read more »