The New Faces of Wealth…

Is the Women’s Market on Your Radar for 2024?

If not, it should be. If it is, congrats.

We’d like to build you a marketing machine focused on women. We got the goods to do it…it’s called the Her Retirement Solved (HRS) program.

Yes, I Want to Apply for the Program

Keep these stats in mind as you consider investing in marketing to women:

  • Women live longer
  • Women will control 60% of US wealth within the next ten years
  • A lion’s share of the great wealth transfer of $30 trillion will go to women
  • Women have largely been left in the lurch by the industry
  • Women spend more
  • Women refer more
  • Women who are single are easier to work with (ave. age of widow is 59, grey divorce is 3x rate of other divorce rates)
  • Women are easier to market to
  • Women are loyal
  • Women are more focused on security
  • Very few advisors have a female focus (for now)

Women will likely end up alone and struggling to figure out all this financial and retirement stuff on their own. You can target and help them with my HRS education, marketing & business development program.

The Program includes:

EDUCATIONAL WEBINAR PROGRAM

  • A 60-minute webinar with Her Retirement Solved founder Lynn Toomey as the co-presenter and co-host alongside you
  • Facebook ad campaigns to drive attendance
  • A customized landing page for registration
  • A series of emails and texts pre and post webinar
  • Social media posts and email invite templates
  • A customized student portal post webinar with materials & resources
  • Note: Lynn will present at 6 webinars per year

PROPRIETARY RETIREMENT READINESS PLATFORM

  • The industry’s only retirement literacy and wellness platform that helps women (in this case) prepare for a better retirement
  • Platform is client-led, but it produces many valuable outputs an advisor can use to make sales process easier, and it’s a tremendous differentiator and value add to clients
  • Free trial access to the software for each webinar attendee (the platform tools can be integrated into the webinar/seminars to make these events truly unique from others)

CONTENT LEAD GEN PROGRAMS

  • A myriad of female-focused content for websites, social media, and email (available in advisor portal)
  • Retirement Readiness self-assessment, divorce & widow quizzes
  • Retirement checklists, cheat sheets, white papers, guides, videos
  • Her Retirement Solved e-book and Suddenly Single e-books (divorce & widowhood)
  • Listing on the Her Retirement Solved website network of experts directory with guest spots on HRS podcast (ranked in top 10% worldwide)

MARKETING AUTOMATION PLATFORM (MAP)

  • Leads/webinar attendees are captured in MAP for easy access

TRAINING/COACHING SESSIONS

  • Two kick off sessions
  • 30-minute monthly check in session
  • Psychology based training materials and first meeting scripts/sales process focused on women
  • Personal Pension & Protection Plan strategies designed for women

As you can see, there’s a tremendous amount of value in the HRS program that you can immediately leverage to target the women’s retirement market. You don’t have to worry about creating ANYTHING. It’s all created for you. Once the marketing is done, the planning and advising is where you come in (as it should be). We market. You advise.

THE PROGRAM INVESTMENT IS AS FOLLOWS:*

  • $500 territory reservation/set-up fee
  • $697/month fee with a one-year commitment ($597 if you sign up for the program before Jan 15, 2024).
  • $300/per webinar co-hosting/presenter fee

We’re currently offering the HRS program to 15 advisors-only. Yes, this will be an exclusive club that not every advisor will be approved to join. We plan to be hands-on with every advisor. Your success is our success. Our main priority is to make sure the experience women have with our proprietary IP, powerful software, proven marketing and your expertise is second to none.

*Note: this does not include FB ad campaign set-up, management and FB ad costs, or seminar mailer production and mailing costs.

ADDITIONAL PROGRAMS (additional fee from program fee)

  • Local face to face seminar management
  • Ongoing licenses to the readiness software (for webinar students, prospects or clients)
  • FB lead gen campaigns on hot topics
  • Custom content development
  • Her Retirement Solved and Suddenly Single hard copy books
  • Custom sales/marketing funnel build-out to capture, nurture and close more leads w/ our MAP
  • Lead follow-up telemarketing packages
  • Speaking engagements to advisor sales teams: How to Win the Hearts & Minds of Women

About the Program Creator, Lynn Toomey

Lynn is the founder of Retirement Solved, the Her Retirement Solved program for advisors/agents, and Her Retirement. Lynn’s companies offer financial education, planning, and coaching with a proprietary software platform that helps people prepare for, transition into and live a better retirement. Lynn also co-founded the advisory practice, Your Retirement Advisor over a decade ago. As the CMO/COO, she was instrumental in the exponential growth the firm has experienced thus far.

Lynn hosts the Her Retirement podcast (in the top 10% worldwide), is a social media influencer, author, speaker, fintech creator, entrepreneur and mom. She is passionate about her mission to help people everywhere know more and have more…now and in retirement. Lynn has 30 years’ experience in the high-tech and financial services industries. She has no plans to retire.

Questions? Call us at 508-798-5115 or email us at help@retirementsolved.io.

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