More Clients Asking To Work With Women Advisors

Less than 15% of U.S. financial advisors are women and that’s way too few, especially when more clients are asking to work with women advisors, according to a recent report in the Wall Street Journal.

Many people looking for a financial professional feel women are good listeners and can better understand and address their money concerns.

It may be a stereotype, but women advisors are perceived to go far beyond basic financial tasks like recommending a good investment or helping you save for retirement. Women focus more on educating clients about key financial choices, and understand how investments and spending can impact your family’s financial goals. It’s about more than coming up with a solid financial strategy. It’s about coming up with a successful strategy that fits your lifestyle and gets you where you want to go.

By the way, you can read more about why we’ve been singled out to receive the Women’s Choice Award® for the fourth consecutive year, spotlighting our firm’s commitment to women. The Women’s Choice Award® is the premier recognition award for well-qualified financial advisors who are committed to the women’s market and serving their female clients.


About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

, , ,

No comments yet.

Leave a Reply