7. Specified Goal

When dealing with the female clients, advisors most not forget about planning investment in way which will help his client of achieve her specific goals.  A women always her advisor to ask her questions like, why she wants to invest? What are her financial goals? What returns she is expecting from her investment? Which investment options she would like to choose? A woman wants this because she thinks this would help her advisor to deeply understand about her investment goal and also help him to suggest the most suitable investment option catering to her needs.

More: 5 Places to Lock Your Money Instead of Banks

8. Communicate Using Feeling Words

Woman is more expressive and emotional by nature comparatively to man. She likes advisors who are concerned about her feelings and comforts. She prefers setting appointments with advisors who willingly listen to her stories and validate her feelings. One may find this wired and unprofessional but this is what makes her a completely a woman and gives you reason to serve her differently and warmly. Most women feel more delightful and satisfied when they are served by a female financial advisor, as she can understand them and develop a closer relation too.

Also Read: 7 Ways Money Can Buy You Happiness