Refining Your Approach to Advising Women
Thank you for your interest in our Marketing to Women library of resource materials! In a recent study, women said exposure to financial information such as through self-study and webinars, risk protection, and access to long-term financial planning and budgeting tools would empower them as investors. We couldn’t agree more, and aim to be a catalyst for helping our advisors better position themselves to support female clients.
Download some of our most popular resources now!
Vulnerable or Viable?
Consumer-Friendly Flier
Preparing early — and proactively — for life’s “what ifs” is critical. Offer this handy checklist to help her get started.
Survey Says …
Consumer-Friendly Social Graphics
Helping women recognize their unique financial hurdles is half the battle. Use these graphics to generate online engagement.
Budgeting for Betterment
Consumer-Friendly Flier
Encourage clients to track their spending for a baseline on how to optimize their savings and increase financial stability.
Interested in leveraging our comprehensive Marketing to Women library of resources? Contact your Ideal Producers Group Sales Consultant for access!
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