Is This Course Right For You? Name(Required) First Last Email(Required)Where do you want your results sent? PhoneJust in case you want to chat with one of our support staff. 1. Do you require clients who are married or partnered to attend meetings together? Yes No Sometimes 2.Do you volunteer for any female-led / oriented organizations? Yes No Sometimes 3. Do you have a process where female clients can text, email, or leave you a voicemail as needed? Yes No Sometimes 4. Do you end a conversation with your female clients and know something personal about them like the names of their children, where they work, or if they have a special event coming up? Yes No Sometimes 5. Do you ask your female clients how they want to be addressed? (i.e., by their first name or surname)? Yes No Sometimes 6. Do you have a designated parking space for moms-to-be and new moms? Yes No 7. Does your initial conversation provide time to document her concerns, goals, lifestyle, and challenges? Yes No Sometimes 8. Could you articulate 3 ways how women make different purchasing decisions than men? Yes No 9. Do you know how much money will come into the hands of women by the end of the decade? Yes No 10. Does your current client base consist of 50% women? Yes No Not Sure 11. Do you know the first thing women consider when making financial decisions? (hint – it’s not ROI.) Yes No
