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.