Women a new target group of financial advisor’s ?

Women Winning in Business, FinanceWomen Winning in Business_ Finance

…Women have been proving their success as advisors. The Fidelity study showed that female advisors had 5 percent higher assets under management and were generally more satisfied than their male counterparts. Although women earned five percent less than men, they had a higher sentiment score and higher average account size. While both genders were adjusting their strategies in the past year to focus on gaining new clients and increasing their share of wallet, women were focused more on networking to generate new business by attending events and seminars and in expanding the types of services they offer. In addition, more women than men were working with clients on areas outside of traditional investments, including long-term care, health care financing, and trust planning…..article

1 thought on “Women a new target group of financial advisor’s ?

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