Episode 30 - Why Women Leave Their Financial Advisors

August 3, 2017
00:0000:00

Did you know 80% of women leave their fiancial advisor when they lose their husbands? Judy Paradi and Paulette Filion join Matt and Kirk to discuss four reasons women leave their advisors and then list simple ways to engage women to grow a stronger, woman/friendly practice. What's interesting too is that the characteristics of a woman-friendly practice/relationsip also apply to having a better practice in general. 

LINKS: JUDY PARADI | PAULETTE FILION | STRATEGY MARKETING WEBSITE