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
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.