Episode 58 - Where to find High Net Worth Women
Top Advisor Marketing

Episode 58 - Where to find High Net Worth Women

2018-03-06
Paulette Filion and Judy Paradi of StrategyMarketing.ca join Kirk and Matt to discuss their new advisor course "THE ART OF ACQUIRING FEMALE CLIENTS". Many advisors struggle to find high net worth women, let alone convert them into clients. The art of prospecting female clients requires a different strategy and tool kit in order to be successful. Judy and Paulette discuss some of their tips to creating lasting female to advisor relationships, bringing case studies from real world experiences. If y...
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