Financial advisors are failing women: What female clients really want and how to change the dialogue

The numbers are hard to ignore –

  • 73% of women report being unhappy with the financial services industry,
  • 80% of widows leave their financial advisor upon the death of their husbands and
  • 87% of women looking for a financial advisor say they can’t find one they can connect with.

Clearly there is an enormous disconnect between what the financial services industry and financial advisors are serving up and what women really want.

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