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, by understanding women’s challenges. Prospecting is all about the strategic identification of an opportunity and implementing a new workflow generating […]
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 »