The more high-net-worth women who become clients, the likelier the chances of a woman advisor becoming a million-dollar producer. And once that advisor starts to prove herself adept at meeting the needs of wealthy clients, it should come as no surprise that high-net-worth prospects of both genders become easier to win over as well.
Erinn Ford is president of KMS Financial Services, part of Ladenburg Thalmann Financial Services, as well as a Steering Committee Member for the Ladenburg Institute of Women & Finance, which recently held its annual symposium in Dallas.