Women and Wealth

LET US HELP YOU WITH THE TOUGH CONVERSATIONS

This program shows advisors how to retain and grow their business with female clients facing difficult life transitions, such as divorce and widowhood. Advisors will learn how to create better rapport and have a meaningful dialogue with clients during stressful times, as well as, receive tactical retirement and tax planning strategies unique to these specific situations.

Women and Wealth: Overview

Women and Wealth: Overview

Learn more about the modules available to help affluent women through difficult life transitions such as widowhood and divorce.

Women and Widowhood: Client Resource

Women and Widowhood: Client Resource

The death of a spouse is a traumatic event that presents both emotional and practical challenges. It changes your finances, your future and how you feel about your future. While some financial decisions should be made sooner rather than later, you can gain greater clarity and confidence about what lies ahead with the expertise and guidance of a financial advisor.

Women and Widowhood: Advisor Resource

Women and Widowhood: Advisor Resource

Meeting with a recently widowed client can be difficult, and at times, maybe even a little awkward. As a financial advisor, you have an opportunity to help your female clients through a very difficult time of transition. Prepare for your meeting by reviewing our experts’ list of “Do’s and Don’ts” which can be implemented before, during and after the meeting. By utilizing these tactics, you can establish rapport and trust with the client, which will foster a better relationship and help you retain female clients.

Women and Divorce

Women and Divorce

Divorce is one of life’s most stressful events. It can take a toll on your clients emotionally and financially, requiring them to reevaluate, and often significantly change, their saving and spending habits, and it is more important than ever for you to lend your support of these clients. Learn to better navigate emotionally charged conversations, build rapport and provide guidance on critical topics such as division of assets, tax planning and other issues that can help assure greater financial stability.

MEET OUR EXPERTS
Taylor Pluss

Taylor Pluss
APMATM, CRPS® Retirement Director – West Division Defined Contribution & Wealth Advisor Services Janus Capital LLC

Kathleen Burns Kingsbury

Kathleen Burns Kingsbury
Wealth Psychology Expert, Author of How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients