Mining for Gold in Your Own Backyard:
Building Relationships with Women Investors

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What if you were able to flip a page in your book of business and see clients who valued holistic advice, were responsible for making investment decisions, and could potentially inherit money twice in their lifetime?

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The fact is you have these clients in your own backyard right now! Who are they? They are the women in your business. Baby Boomer women are likely to inherit money from their parents, and then their husbands. Two-thirds of women make investment decisions for their family, yet they are half as likely to be approached by a financial advisor. Are you missing out on this massive opportunity? Cannon Financial’s Linda Eaton recently held a 60-minute discussion on how to expand your client base, fill your pipeline, and deepen relationships with clients where you are missing opportunities.	Recorded Session $199 Program approved for 1 hour CWS® CE credit

1. Uncover the magnitude of the opportunity in your book.
2. Identify the neurological differences between men and women investors.
3. Develop a process to prospect for women investors.
4. Develop conversation techniques to get to know the women in your book.
5. Expand your ability to tell your story and better communicate with women investors.

This recorded program will help you understand the differences between men and women when it comes to talking about investments, gain confidence in talking with women investors by crafting your conversations in ways that meet women investors’ needs and develop a plan for proactively reaching out to these investors to uncover new opportunities and increase revenue in your practice.