Purse Strings

We help financial professionals get off the treadmill of replacing clients

An online course to ensure you gain and retain female clients.

Every day you’re leaking dollars.

We know the frustration you feel when you have no idea why a prospect walks away.

Or when you lose a client to attrition. Maybe your client passed, and the heirs aren’t continuing with you.

We all know how much money it costs to bring on a client.

The countless hours making connections, meeting, drawing up proposals and completing applications.

Losing a prospect or a client is a big hit to your bottom line.

51% of your market thinks DIFFERENTLY.

Women are a $20 trillion market that needs your financial help.

But most don’t want to talk to you. They don’t feel you’re listening.

So, if you’d like to get and retain your female clients,
it’s time to change the way you do business.

Gain and retain female clients.

We’ve created a 12-CE course to help your sales and retention of women clients.

Register for the online workshop.

Work through each session over just 3 weeks.

Make changes that will serve your female consumer.

Execute consistently to connect and gain trust.

Go from salesperson to indispensable valued advisor.

THE GAINS ARE YOURS

There’s never been a better time to cater to women. As internationally-acclaimed educators with decades of experience in insurance and finance, we know the tactics and approaches you need to connect effectively and promote loyalty.

The result?

You become a lifelong adviser and realize more profits from female clients.