Women are more likely to suggest that following a budget as the key to success
Women may look for a different experience than men when it comes to working with an advisor
A lack of involvement is leaving women potentially exposed to financial hardship in later life
How do your female clients feel about finances?
Women have special needs when it comes to financial advice
Cater to women clients by focusing on life events and relationship planning
Brokerages find unique ways to welcome and encourage women’s roles in the workplace
Advisors who overlook the woman’s role in household finances could be losing out on many opportunities
Women tend to invest more cautiously than men
Female investors who have advisors feel more optimistic