The $14 Trillion Woman

Your essential guide to engaging the female client

Women control a significant portion of financial assets. Wealth professionals should be aware of the opportunities this entails and also understand that applying the "old school" sales model can be ineffective with female clients.
To help you move beyond traditional, competitive sales models, this session covers a 5-Step Partnering model that helps you connect with female clients by elevating your listening skills and by expressing genuine interest in your client and her financial goals.

This program is based on the book The $14 Trillion Woman: Your Essential Guide to Engaging the Female Client co-authored by Anthony J. DiLeonardi and Barbara Kay.