If a business reported that they couldn’t reach half of their client market, you’d probably think, “That business is in serious trouble.”

That’s exactly what is happening with most financial advisors. It seems like every few months another article comes about how advisors have trouble connecting with female clients.

And they aren’t doing much better with their client’s children, either. Only 2% of children keep their inheritance with their parents’ financial professional.

We put together a new e-book that can help. It dives into why you need to build connections with the entire family and offers proven strategies to do just that. Take this excerpt, for example:

In fact, nearly 95 percent of the women in FWAC’s Women of Wealth study place a very high priority on communication and being understood. Other priorities at the top of their advisor wish list include the following:

• Looking out for their best interests (90.4%)
• Being honest (79.4%)
• Just listening (73.2%)

They are looking for clear, honest, and relevant communication. When formulating your communications, use a conversational style and put an emphasis on empathy and education. It’s OK if not all of your information is related to finances or investments. In fact, you’re likely to have more success by mixing up the topics and focusing on building the relationship.

Download the e-book in its entirety for free at the link below.