Why She Chooses You

Strengthen your relationships with female clients.

As women amass more wealth and take an increasingly active role in personal and family investing, it’s crucial for financial professionals to understand and respond to the needs of their female clients.

But the financial world has been slow to adapt. Research shows that women report feeling the most disconnected from the financial services industry, but that doesn’t have to be the case. The Why She Chooses You workshop will equip you with the tools to increase your opportunities, build your practice and gain the loyalty of your female clients. Watch this video to learn more about this workshop.

Discover the secret to becoming the financial professional of choice for women.

"The industry is missing out on an estimated $700 billion in revenue annually by not meeting the needs and expectations of women."¹

Financial professionals can’t afford to drop the ball when it comes to their female clients. In fact, the industry is missing out on an estimated $700 billion in revenue annually by not meeting the needs and expectations of women. By gaining a firm understanding of the challenges facing women you’ll be well-positioned to provide strategies to this historically underserved population.

As women make more financial decisions and live longer, financial professionals need to be ready to meet their needs. Working with female clients does not have to be complicated. Gain the tools you need to become a financial professional women can depend on.

The Why She Chooses You workshop offers strategies on how to build relationships, communicate more effectively and strengthen your confidence. Here’s what to expect:

• Gain a better understanding of why women are today’s biggest emerging market.
• Learn about the wealth management gap that exists when talking to women.
• Build a list of best practices for appealing to and retaining female clients.
• Takeaway materials include: Keynote presentation, program overview factsheet, public seminar.

Get started with a Why She Chooses You workshop

To learn more about this workshop – complete this form. A Global Atlantic representative will email you the program materials and set up some time to discuss your needs. All programs are customizable and available online or in-person.