Known as The Women Whisperers of Wall Street, Joy and Linda help financial advisors better connect with women clients and prospects through practical education and more meaningful planning conversations. This package combines advisor-facing implementation tools with a client-facing event that helps women become more informed, more engaged, and more confident about their financial future.
What’s Included
1.
Advisor Playbook
Practical guidance and strategies to help advisors onboard, re-engage, and strengthen relationships with women clients and prospects.
Use with your team
Identify opportunities in your book
Create a repeatable process
2.
— The Road to Empowerment
Light a fire under HER feet. Inspire HER to take the next step with you.
Gives HER reasons to stay or be the Advisor she moves to
Ideal video for webinars, in-person events, and 1:1 conversations
“The entire program resonated with me. I see myself in every situation.”
Client Event sneak peak videos
3.
Sample Invitation
Creates a compelling reason for women to join your event.
Easy to customize
Highlights your commitment to financial education
“I am not alone in my financial struggles. It helped me take a few deep breaths and feel re-energized.”
4.
Financially Empowered Client Event Advisor Guide
Tactics to implement the Program.
Best practices to maximize attendance and engagement
Includes introductory and closing scripts for you
“Love the Guides and Glossary. They are now my go-to source.”
5.
3 Client Guides & Action Plans for You and HER
Investing, Estate Planning, and Worry-Less Guides with Glossary and Act Now sections.
Use these Guides with HER so she engages with you
5-step Action Plan for HER
5-step Action Plan and Worksheet for Advisors
6.
Webinar Recording
Replay access so advisors can revisit the material, share insights internally, and reinforce key concepts with their team.
