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.
Continue Reading for Free
Register and gain access to:
- Breaking benefits news and analysis, on-site and via our newsletters and custom alerts
- Educational webcasts, white papers, and ebooks from industry thought leaders
- Critical converage of the property casualty insurance and financial advisory markets on our other ALM sites, PropertyCasualty360 and ThinkAdvisor
Already have an account? Sign In Now
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
