Women & Legacy Planning

Want to Differentiate yourself with Affluent Women Clients & Prospects?

by Tony DiLeonardi

Seventy percent of widows choose a different financial advisor to manage their wealth after their spouse passes.  Furthermore, 70% of women report dissatisfaction with their current fi...   [View]

Sins of Omission and Commission

by Tony DiLeonardi

My wife is the clear CFO in our family. It took us several years of marriage to figure this out but she manages the money in our family. Even though I have spent much of my career in financi...   [View]

Serving Her to Keep What You’ve Earned

by Tony DiLeonardi

In my last post, we covered the importance of building a true partnership with your female clients.  I'm going to touch on learning how to serve the female marketplace in this post.&nbs...   [View]

Put Your Partnering Intelligence in Motion

by Tony DiLeonardi

In previous posts, we've emphasized the importance of building connection with women clients and prospects.  Let's suppose that you've appealed to women clients through a focus on conne...   [View]

14 Trillion Reasons to Focus on the Female Investor

by Tony DiLeonardi

I'm going to get straight to the point and focus on how much money women control.  Just from a consumer standpoint, women possess serious clout.  Did you know that American women a...   [View]

Thinking Outside the ‘Malebox’ to Attract the Female Investor

by Tony DiLeonardi

For female advisors reading this post, please bear with me as much of what I'm going to say may be first-hand knowledge for you.  However, I've witnessed (and yes, even committed) too ...   [View]

The Female Market Reality

by Tony DiLeonardi

Fully understanding the impact of the female investor on your business is essential to your long-term success.  In my opinion, the real challenge for advisors is learning how to attrac...   [View]