Submitted by advisorpod.com on
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| Client relationships can be tricky to establish especially with women and couples. Don?t forget the wife when first meeting with a new couple, as she might have ?veto power? over establishing a working relationship with you. Paul Lofties, a member of our Practice Builders Team along with guest Holly Buchanan, a consultant in our industry sponsored by Genworth discuss the skills and tactics advisors should follow when working with women. For advisors wanting to grow their practice, they discuss why women are more willing to provide referrals than men. | ||||||||
