Why my female clients choose to work with me
There is an awful lot of marketing to niches, professions and demographics in financial services.
I focus on helping people that are over 40 years old and have complicated and overlapping financial goals. As well, I get periodic advice to “niche down” even further, but have resisted the call to work exclusively with left-handed anesthesiologists. Someday maybe…..
Though I have not specifically focused on helping women (I hate the word “target”), I have worked with many single women (often divorced or widowed) as well as married women.
Why do they like working with me? Here are a few reasons:
I don’t have asset minimums.
You don’t have to transfer money to me to work with me.
Because of this, anyone that can pay me for my time can work with me.
I discuss EVERYTHING – tax planning insurance coverage, employee benefits, estate details…
Everything I do is very educational. That is the goal and I am a highly-rated business instructor at UCLA Extension, so I know what works. I don’t move on from a topic until you understand it!
There is a difference between understanding and feeling confident about your money vs. working with someone who feels confident and asks you to trust them.
I empower confident clients that now understand their money.
There is a difference between someone working with you and understanding your specific situation vs simply marketing to you based on a niche or demographic.
If this resonates with you, give me a call. I’d love to work with you!
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Dave Pedersen is an Advice Only Financial Planner. Based in Hermosa Beach California, he shepherds clients (typically age 40+) through “The Complicated Years”, where they have overlapping goals and need insight from a trained professional. Compensated only for his time and work (and not commissions or management fees), Dave provides true independent insight. Interested? Reach out to discuss further.
Mr. Pedersen is an investment advisor representative of and offers investment advisory services through Hermosa Advisors LLC, a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is for informational purposes. Nothing in this document is intended as legal, accounting, or tax advice, and is for informational purposes only.