The majority of financial advisors are men, but women seek out financial advice more than men do. So how can advisors connect with the women they are serving?
The best way is to not speak down to them and to eliminate the jargon, said Kimberly Foss, president and founder of Empyrion Wealth Management in Sacramento, Calif.
A recent Fidelity study showed that 49 percent of women prefer to get professional advice and have sought it and a high percentage are focused on holistic financial planning.
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