Guest Columnist Adri Miller-Heckman

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

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

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

You have got a connecting &amp; enjoyable encounters when you are equipped to generate time and energy to precisely plan your trip to go somewhere with alongside one another along with your dear pet. Without doubt, dwelling inside a pet-friendly hotel and lodging is really a principal component of the travel. For anyone who is thinking to visit lengthy-distance working with their dog, cat, or other pet, you need to seek a dog-friendly lodging to reside in at together your travel way. Tripping on accommodations in Parga (irrespective of whether it your travel place) that allow for pets along the appropriate path requires to acquire part as part of your tour scheduling ahead of time, so the two you &amp; your dog are not stuck more than sleeping the car or truck!

Why you won't know your female clients are unhappy until they're out the door

Adri Miller-Heckman: This was one of the few times my mother was willing to defy my father's wishes and make a change not to his liking.

Smith Barney

Boston Consulting Group

Sallie Krawcheck

Adri Miller-Heckman

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

By 2020, women will control $22 trillion -- 25% more than today's national debt; that's not a segment you can afford to lose

Why you won't know your female clients are unhappy until they're out the door

Mike Byrnes

Brooke Southall

Kathleen Burns Kingsbury

http://games.satel.com.ua/index.php?subaction=user

http://www.baggetta.lfchosting.com/aplussuite.htm

RIABiz Directory

White Paper Postings

Special Sections

Common Tags

Recent Articles

Popular Writers

RIABiz

Directory

Archives

Connect