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The Profitable Advisor Podcast


Every month, million dollar fee-based financial advisor Dan Cuprill shares ideas and strategies on how build profit-driven planning practices. For more information, visit https://www.advisorarchitect.com.

Dec 1, 2023

Women are different than men and what they value is different as well. That’s particularly true when it comes to financial services. For a long time, our industry has done a poor job at addressing the needs of women and have catered to men (and still do to a large extent).

What can you do to change that and become an effective marketer to women? Let’s talk about target marketing and developing your strategy around a certain audience. It’s not earth-shattering to hear that it works, but enough people don’t do it well and we want to help you change that.

We’ve discussed the reasons for focusing on a specific niche with your financial business, and women can and probably should be a priority for you. Women are positioned very well to benefit from the massive transfer of wealth that is happening with the Baby Boomer generation and will need help with managing that money. Many of these women will change advisors and move away from the person their husband had been working with to someone they’re more comfortable with. So let’s talk about how to make sure you’re marketing to women effectively and growing your business around this critical demographic.

 

Here’s some of what we discuss in this episode:

  • Why financial success often causes relationships in a family to deteriorate.
  • Why we feel marketing to women is more important than ever.
  • The different types of marketing mediums you should lean into.
  • Should you still be doing seminars along with webinars?
  • Have a story that people can connect to.

 

Want to schedule a meeting with Dan? Click here: http://bookachatwithdan.com 

 

Read more and get additional financial resources here: http://renegadeadvisor.net