Are you connecting with your clients the way you want? While many people focus on attracting new clients, the question of building and maintaining relationships with all your clients can be a factor in both your short and long-term success. Explore our comprehensive resources including articles, videos and slideshows to hear from women advisors who have faced the same challenges.
I’ve been doing this 27 years now. This is the first time I’ve ever been invited to be part of a community of women advisers. Don’t get me wrong. We love going to meetings with our male counterparts, but when we get together as just women, we tend to talk to each other a little differently and some of the subjects that are concerns for us as mothers, as wives, as sisters, these are things that are intuitive for us to talk about that we normally don’t talk about when we’re with a general audience.