Tuesday, December 30, 2014

How to work with women in an engage setting - What Women Want from Financial Advisors

Whether women are solo or with a partner, it is important to create an atmosphere of mutual respect and trust for all parties at the table. This can be done by setting up comfortable seating where she feels a part of the conversation and is engaged in the dialog. You want to create a comfortable setting and atmosphere where people are open to staying and engaging (think Starbucks). Get to know who she is, what she wants and needs. Ask good questions. Be patient and listen. Write her responses down! Repeat what you heard to see if you have captured the information correctly. Keep an open dialog. Encourage collaboration and freedom to participate. Don’t dis questions – in fact – encourage questions.

Women will get up and leave if they need to. They are extremely scheduled and not acknowledging time constraints could be a deal breaker. Propose how the time together could be spent, and ask her if that is the best use of time for her. Keep on task, stay on time! Use time checks within her during the conversation to be sure you are tracking with her. Make the time spent worth it! Most women come to a meeting with some kind of idea as to what they expect to get from the time spent. Check in to see if she is getting what she needs.

Syndicated financial columnist and talk show host Steve Savant interviews Dr. Barb Provost, adjunct professor at Roosevelt University in Chicago. With multiple Masters Degrees and a Doctorate in Adult and Continuing Education, Barbara Provost MS EdD is an expert in how adults learn. Her insights into women and money are considered at the forefront of the most neglected demographic among financial advisers. She has also developed training programs for Fortune 100 companies and is a Certified Coach of the International Coaching Federation. http://youtu.be/IlId2b77jG8

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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