How to Increase Sales by Getting Your Share of the Affluent Women’s Marketplace

Complete the form to register now.

Join Vertical Vision and Annette Bau, CFP® on February 26th at 1:00 ET and discover what you must do to attract and retain affluent women and couples so you can generate more income through a steady stream of referrals.

  • Women comprise one of the largest (valued at up to $40 trillion dollars) and most under-served niche markets available to advisors today.
  • Women control 51% of all private wealth in the U.S., make over 80% of all buying decisions, and represent 43% of potential clients with assets above $500,000.
  • It is guesstimated that the majority of new income growth will go to women, due to a narrowing wage gap and rising female employment.

With Vertical Vision and Annette’s help, you will learn:  

  • Opportunities in the women’s market
  • Where to find your ideal client
  • With which affluent women’s group you will have the most success
  • Investing habits of affluent women
  • Understanding the different types of women and how to approach them
  • How to use research to tap into this market
  • The best strategies to grow your market share

One of the biggest threats facing advisors is the loss of clients at the death of the first spouse (up to 98% of clients leave their advisor when the first spouse dies).

Upon completion of the training you will know what you need to do to retain your clients and which of the five affluent women types you will have the most success serving.

Bonus: All registrants have the opportunity to receive 101 Insider Secrets for Marketing to Affluent Women book and an exclusive free guide, The 5 Must Knows to Get Your Share of Affluent Women ($97 value). This book and guide are only available through Vertical Version, call 866-984-1585 to get these valuable resources for free today.


Complete the form to register now!


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