Updated Monday, August 31, 2015 as of 3:49 PM ET

3 Tips for Working With Female Investors

Women have decision-making control over $11.2 trillion in assets in the U.S. So why are advisors failing to serve them?

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Comments (2)
Emotional Connections.

Now, I personally think it doesn't matter if you're a male, a female, GenY or baby boomer. For me, connecting emotionally is critical for relationships to build, grow and prosper. Thats for any age group or gender.

I did my own tiny survey asking some of my long time female financial advisor friends what they thought. Most all mentioned these two words: "Emotional Connections"

Its an older report, but the Boston Consulting Group wrote a little on the topic. Its not focused on the financial advisor industry, but you'll get the point. Here's a link:


Thanks for posting & sharing your thoughts Maddy!

Posted by MARTY M | Tuesday, June 17 2014 at 1:27PM ET
Insightful article... market4caster.com
Posted by eric g | Tuesday, June 17 2014 at 4:03PM ET
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