Selling for Financial Service
Professionals: How To Build Your Book of Business with Affluent Women

Were you aware that... Financial service companies are the leading industry in marketing to women for a very good reason: their livelihood depends on knowing where the money is, and where it’s going.

However there are still a few investment, insurance and banking professionals who are surprised to learn that women are today's largest and fastest-growing market opportunity in financial services.

They bring home the majority of the income in most households, they initiate most couples’ decisions to seek out a financial advisor, and they do the lion’s share of the research to decide which professionals will get a chance at the business. The amazing punchline? Women investors are almost never prospected! Getting savvy on these and other gender secrets will help you secure your share of women’s widening wallets. Come to this entertaining and useful presentation to get the inside scoop on:

"Women are staying single longer, half the marriages end in divorce, wives outlive their husbands-women are realizing they've got to take control of their financial future," says Jennifer Marconi, a financial planner and president of Marconi Asset Management in Chicago.

Indeed, 90% of women are responsible for their own finances at some point in their lives, according to the National Center for Women and Retirement Research at Long Island University in South Hampton, N.Y. Yet, according to the American Savings Education Council in Washington, D.C., a combination of genetic and societal factors often place women in a more vulnerable financial position than men:

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