Here’s a question I was recently asked during a podcast.
What would you like to tell the financial industry about how, specifically, they can better serve women?
Oh boy. So much to tell. So little space.
But I’d start with this:
Women are NOT Men!
Obvious, right? But clearly, the financial industry hasn’t gotten that memo.
I’m a big fan of financial professionals. I’ve had the same advisor for many years (after going through nine others that didn’t get the memo either). I even wrote a booklet; Finding a Financial Advisor You Can Trust.
Sadly, the bulk of advisors (I’m including both sexes here) still live in the dark ages when it comes to female clients.