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Client Experience
The High Wire Act
Making gender assumptions about your executive male clients may be as risky as making assumptions about their female counterparts. Understanding their responsibilities outside the office can be a key differentiator for you.
Client Experience
3 Things Advisors Should Stop Assuming About HNW Women
Be careful about the assumptions you make about female investors. Pink is a color -- not a service model for HNW primary breadwinner women. Find what our research of these women revealed.
Client Experience
Rethink your assumptions around appetites for risk by gender
Assuming all women are afraid of investment risk can put opportunities at risk. Our survey of executive investors revealed that HNW breadwinner women are far less conservative than their male counterparts. Learn more.
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.
Client Experience
Planning for Inclusion
Clients appreciate advisors who recognize that not everyone has the same needs and preferences. Be an inclusive host by finding out what it takes to make guests comfortable. They will be delighted and come to trust that you have their best interests at heart.
Client Experience
The Tale of the Purse and the Wallet
Executive investors have a lot in common -- no matter their gender. They also have marked differences in how they experience their wealth creator status. What we found may surprise you.
Client Experience
A New Look at Primary Breadwinners: Introduction to the Series on Winning Executives
There's a mountain of information about women -- they are afraid of risk, bored with investments and struggling with work life balance. Not a single one of these stereotypes applied to the executive women in our recent survey. You may also surprised to hear what executive men told us.
Client Experience
Increase the wow factor of your events with a premium
A client gift that encapsulates the spirit of your brand, can make your events more memorable and exclusive. What you give should demonstrate your thoughtfulness and doesn't need to break the bank.
Client Experience
Amazing events shouldn’t break the budget
When you begin planning your events for the year, bake your marketing and growth goals to your budget. Is the event going to help retain or bring in new clients?
Client Experience
Cultivate a Niche Market with Events
Specializing in a niche client base is one of the most powerful strategies to grow your business. Focus your marketing efforts on a targeted client persona to brand yourself as the best financial advisor for their unique investment needs.
Philanthropy
3 Ways to Incorporate Philanthropy into a Conference
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, offering an immersive experience along with important information.
Client Experience
Getting your Clients to See Green with Eco-Friendly Events
Living a green life, or minimizing lifestyle impact on the environment, is becoming increasingly important to many people. Green events might be special draw for clients and their friends who value sustainability.