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
financial advisor. Will you be part of these statistics?
Third Quarter Advisers is pleased to have built a strategic
partnership with the founders of WIFE.org who have created "The
Women's Choice Advisor Award." This award is the first
and only recognition program for well qualified financial
advisors who are committed to the women's market and
serving women clients and prospects. Consider
applying for the award and distinguish yourself as an advisor women
The award was created by two women industry experts who have
served the women's market and created the oldest, most trusted
non-profit devoted to female financial literacy for more than 25
years. If you are selected to receive the award, you will
gain access to turn-key, proven marketing-to-women
The popular Women's Choice Award program,
originated by WomenCertified, Inc., provides recognition
to women-friendly hospitals, baby products, home brands and
car dealerships, has now teamed up with WIFE.org to create the
vetting process for
the Women's Choice Award for Financial
Advisors. It includes 17 criteria, including a review of regulatory
history and a survey of the advisor or firm's female
and enter promo code: 3QADVISERS to
receive $100 off.
At Third Quarter Advisers we are passionate and devoted to the
topic of women and investing. We offer two popular advisor
programs "The $14 Trillion Opportunity," and "Strengthening
Relationships with Female Clients through Legacy Planning," which
are dedicated to educating advisors on the affluent women's market
and how to differentiate yourself as an advisor among the female
marketplace. We also offer a unique affluent women client
event called, "Your True Legacy."
The advisor community often asks us about additional resources
on the affluent women's market. We believe WIFE.org is a
fantastic resource and the Women's Choice Advisor Award is true way
to differentiate yourself as a trusted advisor dedicated to serving
the women's market.