Crystal speaks with co-host Jack Singer, author of The Financial Advisors Stress Mastery Guide, about how to attract and retain female clients, and why this is important to financial professionals.
Crystal is the founder & CEO of Crystal Marketing Solutions, a marketing agency dedicated to collaborating with independent financial advisors.
Mentioned In This Episode:
- Why do you need to be concerned with attracting female clients.
- What role does loyalty, respect, and body language play.
- Three myths about women and finances.
- How to best communicate with women whether they are spouses, clients, or prospects.