Selling Financial Services to Women

Marketing & Selling to Women Services

Holly Buchanan is the head of Buchanan Marketing, LLC, based in Richmond, Virginia.  Buchanan Marketing works with clients of all sizes from locally owned financial planning businesses to large corporations, like Genworth Financial and American General Life.  We’ve worked with financial advisors and planners, BGAs, insurance companies, banks, credit unions and wealth management companies.  See our list of services below.

Speaking

Hire Holly Buchanan to speak at your next event.  Holly speaks regularly to audiences around the country.  She presents keynotes, seminars and workshops which consistently gain high marks.   Her presentations are lively, informative and interactive. Even 40-year industry veterans have remarked on the valuable, actionable insight in these presentations.  Hear what people have to say about Holly Buchanan and her new book.

See a list of possible topics.

NOTE:   Provide your attendees with copies of Selling Financial Services to Women.  Bulk discounts are available. Contact us to find out more about pricing and availability.

Training

Holly Buchanan does on-site and remote training for companies and their employees on how to market and sell to women customers/clients.

See a list of possible topics.

NOTE:  Training can be customized to meet the needs of your group. Contact us to find out more about pricing and training programs.

Consulting

Buchanan Marketing provides consulting services for companies who want to be more successful in their efforts to market and sell to women.

Consulting services include:

•    Marketing/Business Strategy – Strategy development to attract, retain and increase profits by focusing on women and couples.  We’ll review your current efforts and make recommendations for changes and improvements. We’ll create a blueprint for developing a superior customer experience, marketing plan and communication strategy.

•    Marketing/Branding Review – Review of marketing materials: TV, print, direct mail, website, client communications, social media.  We’ll apply best practices for what women find persuasive, focusing on images, copy and content.

•    Online Brand Review – Review of website, email campaigns, and social media.

Contact us to find out more about pricing and how we can work together.

  • Selling Financial Services to Women

  • WHAT WOMEN WANT