“My wife will fire my Advisor in a heartbeat after I’m gone. She has no relationship with him, and he’s made no effort to communicate with her.” It’s a statement your clients may be thinking, and one that highlights a critical gap in many advisor-client relationships. Too often, advisors build strong connections with one partner while unintentionally overlooking the other. The result is a significant risk to client retention, continuity, and long-term enterprise value.

Women are expected to control two-thirds of household wealth by 2030, and 70% of widows will change advisors within a year afterwards. Have you considered how this could impact your business? Do not confuse “attendance” with “connection.”

This webinar, led by Linda Sherman and Joy Cohen of Financially Empowered, addresses this challenge head-on. You will learn practical, proven strategies to build meaningful relationships with both partners, strengthen trust, and ensure your role remains essential through every stage of your clients’ lives.

Learn how to:

• Make HER your new growth engine
• Prevent HER from walking out the door
• Use our Ask Her™ questions
• Turn everyday client service calls into opportunities to deepen connections and ignite referrals
• Lock in the “next in line”
• Use our Client Event to transform your business

This session includes:

• Three Client Guides and an Advisor Action Plan/Worksheet with strategies to form a lasting, genuine connection.
• Eligible for 1 CE credit for attending this webinar.

Give her reasons to stay and be the Advisor women move to. Go There. Ask Her ™