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Contenido proporcionado por The Brighthouse Financial Insights Panel. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Brighthouse Financial Insights Panel o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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36: Establishing Effective Relationships With Female Clients

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Manage episode 270365152 series 1860640
Contenido proporcionado por The Brighthouse Financial Insights Panel. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Brighthouse Financial Insights Panel o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
This episode was previously published in August 2019.
Women’s purchasing power has grown steadily in the last several decades, presenting advisors an opportunity to connect and be part of their financial planning. Our experts speak on why advisors need to target female clients as well as how to prospect effectively and nurture those relationships. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Marti Barletta, marketing expert and author of the book “Marketing to Women.”
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31 episodios

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Manage episode 270365152 series 1860640
Contenido proporcionado por The Brighthouse Financial Insights Panel. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Brighthouse Financial Insights Panel o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
This episode was previously published in August 2019.
Women’s purchasing power has grown steadily in the last several decades, presenting advisors an opportunity to connect and be part of their financial planning. Our experts speak on why advisors need to target female clients as well as how to prospect effectively and nurture those relationships. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave, and Marti Barletta, marketing expert and author of the book “Marketing to Women.”
  continue reading

31 episodios

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