Develop a friendship
Focus on building a friendship, not selling a product.
Barbara Stanny, speaker and author
Financial advisors don’t need a degree in psychology. They just need to take a different tact with women. Focus on building a friendship, not selling a product. Invite her to discuss her fears, her beliefs and her family’s attitudes toward money. Ask a lot of questions. Listen more than talk. Address her qualms while explaining her options. And above all, focus on inspiring her rather than scaring her.
Barbara Stanny, speaker and author, in AdvisorMax expert forum Connecting with Women Investors
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