The Future of Client Connection with Linda Sherman (Ep. 95)

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.

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