In this webinar, Julie Johnson, president and CEO for XY Communication will discuss the fact that women and people under the age of 55 will control over 65% of investable assets by 2030. Studies show that what they require from their advisor is different than clients of the past. This is not new news, yet many advisors continue to focus on numbers and statistics more than building relationships and authentic/emotional trust and reciprocal engagement. Julie will show proof from Harvard, Wharton and Vanguard (among others) which highlights the following: (Statements are statistically significant, yet everyone is an individual. We must always do our homework to learn about the individual. Do not assume, ask.)

• Women care far more about feeling and seeing that their financial futures will be safe, than comparative market performance.
• Women want to know you hear and understand their needs. They need to know that you are providing them with a “judgment free” advisory relationship. A safe space to share their emotions and vulnerabilities. And that you too will be authentic and vulnerable with them.

For those advisors who are not yet comfortable being emotionally confident with clients, you will walk away with action items which you can implement immediately.

Meet the speaker

Julie Johnson

President and CEO, XY Communication