9. Avoid jargon

Women get easily bored or lose interest when an advisor talks to her plainly about various investment options and hardcore financial planning. A woman likes to be step by step explained about facts and statistics relating to financial planning. As an advisor one should be more open and patience about discussing finance with women. He should help her to build understanding about complicated jargon or technical words pertaining to the field of investment and be enthusiastic in answering the multiple questions she can come up with.  

More: Have Multiple Assets? Check Your Wealth Tax Liability

10. Trustworthy

Women can prove to be long standing clients if advisors know how to win and retain their trust.  If an advisor keep her trust, she will turn up to be the most loyal clients and even better than man. Don’t think that a woman holds a puny finance basket, in realty women comprises half of world population and also hold half of world’s entire wealth. There are even women who earn more than their husbands. Women explicitly trust their advisors and once trust is established, they willing to take his recommendations.

Also Read: 8 Useless Things Rich People Waste Their Money On