Selling Financial Services to Women



Why Financial Advisors Are Using Social Media.

How Women Can Gain Credibility with Men.

Creating a Winning Client Communication System.

Women and Finance Survey – What Marketing Images Do Women Prefer?

Read more about selling financial services to women on Holly Buchanan’s blog


Margie Barrie – Learn more about Margie Barrie and her long-term care sales training at Hagelman Barrie Sales Training and Solutions.

Selling in a Skirt – Judy Hoberman’s site with information about her consulting and training.

Feeder Workshop Success – Learn about feeder workshops from Annette Bau.

Million Dollar Relationship Marketing System – Learn about the relationship, referral and follow up system from Annette Bau.

Women Wealth and Giving – Learn more about women, wealth and giving from Margaret May Damen.

Dancing Elephants – Learn more about sales training from Laura Posey.

Financial Social Media – Learn more about how financial professionals can use social media with Amy McIlwain.

Advisory Link – Learn more about Women’s Advisory Boards from Gerry Myers.

Corporation for Long-Term Care Certification – Learn more about Harley Gordon and the Certified in Long-Term Care (CLTC) program.

Mitch Anthony – The co-author of Financial Storyselling shares information and articles about financial life planning and building client relationships.

Directions for Women – Directions for Women – changing the conversation about women and money. This is a site for women and the financial advisors who serve them.

Daily Worth – Daily Worth is a site focusing on women and money. It’s designed for consumers, but financial professionals will gain insight into women’s financial concerns, opinions and priorities.

Genworth Financial Cost of Care Calculator – Use the Genworth Financial Cost of Care calculator to view cost of care in your state.

Alpha Mom – Alpha Mom is a consumer lifestyle brand, new media and research company and website for moms and moms-to-be.

Vibrant Nation – Vibrant Nation is the leading online community for women 50 plus.

Springboard Enterprises – Learn more about venture-catalyst Springboard Enterprises – the premier platform where entrepreneurs, investors and industry experts meet to build great women-led businesses.


The Soccer Mom Myth, Today’s Female Consumer: Who She Really Is, Why She Really Buys; Holly Buchanan and Michele Miller

Storyselling for Financial Advisors – How Top Producers Sell; Scott West & Mitch Anthony

Women Want More; Michael J. Silverstein and Kate Sayre

Leadership and The Sexes, Using Gender Science to Create Success In Business; Michael Gurian and Barbara Annis

Brain Rules, 12 Principles for Surviving and Thriving at Work, Home, and School; John Medina

The X and Y of Buy – Sell More and Market Better by Knowing How the Sexes Shop; Elizabeth Pace

Selling In A Skirt; Judy Hoberman

The Bread & Butter Chronicles; Starr Cochran

Great with Money: The Women’s Guide to Prosperity; Melissa P. Burke, Ellen S. Rogin

Women Wealth and Giving, The Virtuous Legacy of the Boom Generation; Margaret May Damen and Niki Nicastro McCuistion

Too Busy to Shop, Marketing to Multi-Minding Women; Kelley Skoloda

Targeting the New Professional Woman: How to Market and Sell to Today’s 57 Million Working Women; Gerry Myers

Boost Your Revenues By Turning People Away – How to Sell More To Your Ideal Client Online; Alison Silbert

You Just Don’t Understand, Women and Men in Conversation; Deborah Tannen

  • Selling Financial Services to Women