Consulting Services

Consulting and Coaching Programs for Sales Professionals, Advisers and Firms

Becoming the Broker Dealer of Choice for Female Advisers

Female financial advisers make up only 30% of the financial advisor population yet they are among the most productive. In contrast, the number of women-owned businesses/entrepreneurs is growing at twice the rate of male owned businesses so it begs the question, why are women not choosing financial services as a profession? As a broker dealer, one of the biggest challenges you face is to recruit talented advisers to your firm and then retain and develop that talent. How can you introduce more females to financial services and recruit them to your firm? What do female advisers look for in a firm? What creates loyalty to a broker dealer among female advisers? The Female Affect will work with your firm to determine how you can recruit and retain more female advisers through in-depth focus groups, interviews and a unique understanding of the financial services environment through the female perspective. The Female Affect will design and implement programs unique to your firms culture to become the broker dealer of choice for female advisers.

Growing Your Practice Through the Economic Influence of Women

You have undoubtedly heard the statistics:

  • As of 2013, 66% of the wealth in America is controlled by females.
  • Women today represent nearly two-thirds of the U.S. workforce.
  • 90% of women feel financially insecure, despite controlling more wealth, having more education and being more involved with financial decisions.
  • 50% of all women fear losing everything and becoming bag ladies
  • 48% of women who earn $100,000 or more annually fear this.
  • 70% of married women fire their financial professionals within one year of their husbands’ deaths.

Are you doing everything you can to serve the unique financial planning needs of your female clients and couples? Do you have the information, skills and programs to help them meet their financial planning goals? Will you be one of the 70% of advisers that are fired by their female clients following the death of their husband? The Female Affect will work with you to help evaluate your current practice and service model to ensure that you are meeting the needs of your female clients and couples to serve their financial and life planning needs as individuals and as couples. We can create programs and strategies to fit your practice model and assist you in growing your client base to become the adviser of choice for life of your female clients and couples.

Sales and Leadership Development for Female Sales Professionals

Women have made great strides in the financial services industry and now make up 30% of the financial adviser population and estimates show that females make up nearly 19% of the executive leadership and management of firms providing some type of financial services. While these numbers are trending in the right direction, there is still a lack of women in sales and leadership roles in financial services. Ann Hughes works with females in financial service professions from advisers to wholesalers to executives to help you further develop your sales and leadership skills. Based on her success and proven track record in both sales and sales leadership roles, Ann provides actionable ideas and realistic strategies designed specifically for females recognizing and incorporating challenges into her coaching that can be unique to you in what is still an often male dominated field.

The Female Affect can also create and tailor presentations based on the needs and preferences of our clients.