Why you won't know your female clients are unhappy until they're out the door
By 2020, women will control $22 trillion -- 25% more than today's national debt; that's not a segment you can afford to lose
Mike Byrnes
It is hard to believe that all advisors do not see this trend of women clients leaving them once their spouse dies. It is time they get with the modern world and focus on the entire relationship (including the next generation) before they are left with diminished book of business.
Great article and solid focus group questions! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com
PS just tweeted out the article at @ByrnesConsultin
Brooke Southall
Mike,
Give me a call if you have a sec. I’m writing a follow-up and I could use a couple of thoughts.
Brooke
415-389-8207
Kathleen Burns Kingsbury
Adri,
Nice article with some great real life examples. I hope all readers – male and female advisors both – take the time to ask these questions of their clients. Its up to all of us to do a better job serving all types of female clients.
Kathleen
Author, How To Give Financial Advice to Women
http://games.satel.com.ua/index.php?subaction=user
getting advice
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