The Future of Client Connection with Linda Sherman (Ep. 95)
Always On for Financial Advisors PodcastShow Notes
What if the biggest opportunity in financial advice isn’t finding new clients, but going deeper with the ones you already have?
Join Duncan MacPherson as he sits down with Linda Sherman, co-founder of Financially Empowered and creator of the “Go There, Ask Her” strategy, to talk about why so many female clients feel disconnected from financial conversations and what advisors can actually do about it.
Linda shares practical approaches to building trust with women clients through goals-based planning, better communication, and genuine emotional intelligence. They also get into why women are often the driving force behind referrals and multigenerational relationships, and how advisors who get this right tend to see stronger retention across the board.
In this episode:
Why women often leave their advisor after a major life event
The difference between a client who attends meetings and one who’s truly engaged
How goals-based conversations shift the dynamic
Why women drive referrals and multigenerational relationships
Turning routine service touchpoints into relationship-building moments
If you work with couples or families, this one is worth your full attention. Linda and Duncan cover the moments in a client’s life when she’s most likely to walk, what it actually means to make a woman feel genuinely included in a financial conversation, and the small process changes that can turn a transactional relationship into a lasting one.
Promotions:
Toolkit CRM by Pareto: www.toolkitcrm.com
Pareto Systems: Turnkey Advisor Membership
Connect With Duncan MacPherson:
Website: ParetoSystems.com
Toll Free: 1.866.593.8020
Learn More: Schedule a Call
LinkedIn: Duncan MacPherson
Connect With Linda Sherman:
LinkedIn: linkedin.com/in/linda-sherman
Website: financiallyempowered.com
Email: [email protected]
About Our Guest:
Linda Sherman is a Co-Founder and Co-CEO of Financially Empowered, LLC. Linda’s entire career has been in the financial services industry, specializing in marketing, consultative sales, training, and creating actionable solutions to achieve client and corporate objectives. She founded Financially Empowered to focus on her passions, working with Financial Advisors, educating women, and making an impact.
Prior to Financially Empowered, Linda was a Regional Director for Legg Mason, responsible for marketing, sales, and servicing of their equity, fixed income, and alternative investments in the greater Los Angeles market. Before Legg Mason, Linda was with Morgan Stanley in New York in the firm’s Equity Research Department before joining the newly created fee-based institutional consulting business as one of its first employees in 1989. She was promoted to Executive Director for the Southern California region, where she supervised 61 retail brokerage offices and 1600 Financial Advisors.
Linda graduated UCLA in 1982 with a Bachelor of Arts degree in Economics. She lives in Pacific Palisades, California, with her husband, son, and 2 Labradors.
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